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 | $76,953 | $159,934-51.9% | $147,005-47.7% | $145,959-47.3% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 10.63% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $768 | $5,287-85.5% | $4,934-84.4% | $4,661-83.5% |
| Participant deferral / active EE | $2,047 | $8,427-75.7% | $8,070-74.6% | $6,689-69.4% |
| Admin fee / account holder | $2,222 | $15,053-85.2% | $13,006-82.9% | $13,398-83.4% |