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 | $142,924 | $105,859+35.0% | $90,160+58.5% | $147,584-3.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.87% | 37.63%-24.8pp | 34.88%-22.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $127 | $4,126-96.9% | $3,318-96.2% | $4,876-97.4% |
| Participant deferral / active EE | $947 | $5,733-83.5% | $5,288-82.1% | $5,439-82.6% |
| Admin fee / account holder | $8,271 | $8,046+2.8% | $5,943+39.2% | $10,885-24.0% |