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 9-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 | $19,950 | $159,602-87.5% | $150,045-86.7% | $142,382-86.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.32% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $118 | $4,961-97.6% | $4,693-97.5% | $4,299-97.3% |
| Participant deferral / active EE | $1,336 | $8,310-83.9% | $7,997-83.3% | $6,507-79.5% |
| Admin fee / account holder | $1,509 | $14,846-89.8% | $13,435-88.8% | $12,624-88.0% |