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 | $181,835 | $165,335+10.0% | $149,696+21.5% | $158,922+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.58% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $304 | $5,103-94.0% | $4,644-93.5% | $4,761-93.6% |
| Participant deferral / active EE | $383 | $7,181-94.7% | $6,842-94.4% | $5,982-93.6% |
| Admin fee / account holder | $462 | $10,807-95.7% | $9,309-95.0% | $11,246-95.9% |