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 7-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 | $108,074 | $201,259-46.3% | $184,200-41.3% | $145,959-26.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,085 | $7,018-84.5% | $6,424-83.1% | $4,661-76.7% |
| Participant deferral / active EE | $1,793 | $9,806-81.7% | $9,132-80.4% | $6,689-73.2% |
| Admin fee / account holder | $665 | $16,372-95.9% | $13,907-95.2% | $13,398-95.0% |