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 | $143,177 | $171,164-16.4% | $127,761+12.1% | $152,861-6.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 24.63% | 23.54%+1.1pp | 26.14%-1.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,221 | $5,447-77.6% | $4,574-73.3% | $4,762-74.4% |
| Participant deferral / active EE | $1,536 | $7,038-78.2% | $6,021-74.5% | $5,850-73.7% |
| Admin fee / account holder | $4,480 | $14,530-69.2% | $9,395-52.3% | $11,596-61.4% |