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 | $108,212 | $201,272-46.2% | $184,203-41.3% | $145,922-25.8% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.2pp | 80.3%-1.7pp |
| Annual return | 14.26% | 29.00%-14.7pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,048 | $7,022-85.1% | $6,427-83.7% | $4,660-77.5% |
| Participant deferral / active EE | $2,165 | $9,806-77.9% | $9,131-76.3% | $6,688-67.6% |
| Admin fee / account holder | $640 | $16,364-96.1% | $13,901-95.4% | $13,397-95.2% |