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 | $94,559 | $98,240-3.7% | $82,313+14.9% | $147,584-35.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 11.92% | 30.85%-18.9pp | 25.88%-14.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $531 | $3,192-83.4% | $2,428-78.2% | $4,876-89.1% |
| Participant deferral / active EE | $615 | $4,383-86.0% | $3,706-83.4% | $5,439-88.7% |
| Admin fee / account holder | $557 | $8,563-93.5% | $5,608-90.1% | $10,885-94.9% |