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 | $129,258 | $183,963-29.7% | $162,163-20.3% | $152,861-15.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 29.19% | 150.76%-121.6pp | 115.59%-86.4pp | 345.32%-316.1pp |
| Employer contribution / active EE | $176 | $6,371-97.2% | $5,614-96.9% | $4,762-96.3% |
| Participant deferral / active EE | $2,397 | $8,034-70.2% | $7,298-67.1% | $5,850-59.0% |
| Admin fee / account holder | $554 | $13,121-95.8% | $10,843-94.9% | $11,596-95.2% |