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 | $171,030 | $197,591-13.4% | $177,821-3.8% | $158,922+7.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.13% | 58.76%-41.6pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $823 | $6,697-87.7% | $5,918-86.1% | $4,761-82.7% |
| Participant deferral / active EE | $2,526 | $8,405-70.0% | $7,714-67.3% | $5,982-57.8% |
| Admin fee / account holder | $4,659 | $15,399-69.7% | $12,427-62.5% | $11,246-58.6% |