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 | $69,452 | $183,963-62.2% | $162,163-57.2% | $152,861-54.6% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 20.76% | 150.76%-130.0pp | 115.59%-94.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,202 | $6,371-81.1% | $5,614-78.6% | $4,762-74.8% |
| Participant deferral / active EE | $2,327 | $8,034-71.0% | $7,298-68.1% | $5,850-60.2% |
| Admin fee / account holder | $2,445 | $13,121-81.4% | $10,843-77.5% | $11,596-78.9% |