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 | $59,151 | $144,119-59.0% | $117,854-49.8% | $147,584-59.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 16.62% | 531.15%-514.5pp | 335.08%-318.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $279 | $4,896-94.3% | $3,786-92.6% | $4,876-94.3% |
| Participant deferral / active EE | $1,525 | $5,316-71.3% | $4,482-66.0% | $5,439-72.0% |
| Admin fee / account holder | $8,313 | $10,886-23.6% | $8,020+3.6% | $10,885-23.6% |