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 | $74,486 | $133,922-44.4% | $116,228-35.9% | $142,382-47.7% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.6%-0.6pp | 80.1%-6.2pp |
| Annual return | 18.28% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $647 | $3,446-81.2% | $2,994-78.4% | $4,299-84.9% |
| Participant deferral / active EE | $1,314 | $5,672-76.8% | $4,953-73.5% | $6,507-79.8% |
| Admin fee / account holder | $5,203 | $14,945-65.2% | $11,989-56.6% | $12,624-58.8% |