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 | $144,499 | $115,882+24.7% | $100,516+43.8% | $158,922-9.1% |
| Participation rate | 88.2% | 81.6%+6.7pp | 79.4%+8.8pp | 82.0%+6.3pp |
| Annual return | 23.49% | 34.79%-11.3pp | 30.89%-7.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,502 | $6,674-77.5% | $6,270-76.1% | $5,982-74.9% |
| Admin fee / account holder | $5,570 | $10,995-49.3% | $8,081-31.1% | $11,246-50.5% |