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 | $96,784 | $209,411-53.8% | $178,490-45.8% | $158,922-39.1% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.95% | 188.75%-178.8pp | 151.07%-141.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $486 | $5,706-91.5% | $5,011-90.3% | $4,761-89.8% |
| Participant deferral / active EE | $1,457 | $5,954-75.5% | $5,202-72.0% | $5,982-75.6% |
| Admin fee / account holder | $18,932 | $17,074+10.9% | $13,984+35.4% | $11,246+68.4% |