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 9-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 | $37,608 | $201,259-81.3% | $184,200-79.6% | $145,959-74.2% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 25.59% | 28.98%-3.4pp | 28.80%-3.2pp | 561.95%-536.4pp |
| Employer contribution / active EE | $419 | $7,018-94.0% | $6,424-93.5% | $4,661-91.0% |
| Participant deferral / active EE | $2,451 | $9,806-75.0% | $9,132-73.2% | $6,689-63.4% |
| Admin fee / account holder | $942 | $16,372-94.2% | $13,907-93.2% | $13,398-93.0% |