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 | $36,518 | $209,411-82.6% | $178,490-79.5% | $158,922-77.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.57% | 188.75%-175.2pp | 151.07%-137.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $612 | $5,706-89.3% | $5,011-87.8% | $4,761-87.1% |
| Participant deferral / active EE | $955 | $5,954-84.0% | $5,202-81.6% | $5,982-84.0% |
| Admin fee / account holder | $1,297 | $17,074-92.4% | $13,984-90.7% | $11,246-88.5% |