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 | $216,715 | $209,411+3.5% | $178,490+21.4% | $158,922+36.4% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 30.17% | 188.75%-158.6pp | 151.07%-120.9pp | 302.83%-272.7pp |
| Employer contribution / active EE | $60 | $5,706-99.0% | $5,011-98.8% | $4,761-98.8% |
| Participant deferral / active EE | $372 | $5,954-93.7% | $5,202-92.8% | $5,982-93.8% |
| Admin fee / account holder | $28,231 | $17,074+65.3% | $13,984+101.9% | $11,246+151.0% |