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 | $196,932 | $124,319+58.4% | $111,297+76.9% | $167,490+17.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 59.05% | 37.44%+21.6pp | 54.65%+4.4pp | 478.56%-419.5pp |
| Employer contribution / active EE | $188 | $3,435-94.5% | $2,731-93.1% | $4,837-96.1% |
| Participant deferral / active EE | $1,160 | $5,180-77.6% | $4,487-74.2% | $6,341-81.7% |
| Admin fee / account holder | $52,881 | $10,618+398.0% | $7,964+564.0% | $12,309+329.6% |