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 | $80,394 | $135,952-40.9% | $123,892-35.1% | $273,961-70.7% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 9.49% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $550 | $5,170-89.4% | $4,617-88.1% | $4,869-88.7% |
| Participant deferral / active EE | $1,088 | $6,343-82.8% | $5,984-81.8% | $5,287-79.4% |
| Admin fee / account holder | $11,233 | $9,817+14.4% | $8,357+34.4% | $10,132+10.9% |