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 | $165,347 | $127,386+29.8% | $115,037+43.7% | $125,391+31.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.30% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $534 | $5,166-89.7% | $4,608-88.4% | $4,866-89.0% |
| Participant deferral / active EE | $534 | $6,423-91.7% | $6,026-91.1% | $5,352-90.0% |
| Admin fee / account holder | $20,005 | $9,516+110.2% | $8,175+144.7% | $9,540+109.7% |