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 | $128,266 | $217,402-41.0% | $185,823-31.0% | $167,490-23.4% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 12.12% | 148.36%-136.2pp | 122.05%-109.9pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,040 | $5,873-82.3% | $5,167-79.9% | $4,837-78.5% |
| Participant deferral / active EE | $1,586 | $6,356-75.1% | $5,568-71.5% | $6,341-75.0% |
| Admin fee / account holder | $19,266 | $19,811-2.8% | $16,237+18.7% | $12,309+56.5% |