See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,267 | $183,519-57.4% | $155,509-49.7% | $145,922-46.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 10.11% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $493 | $5,313-90.7% | $4,672-89.5% | $4,660-89.4% |
| Participant deferral / active EE | $1,335 | $6,462-79.3% | $5,626-76.3% | $6,688-80.0% |
| Admin fee / account holder | $19,809 | $19,313+2.6% | $15,912+24.5% | $13,397+47.9% |