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 | $32,959 | $135,952-75.8% | $123,892-73.4% | $273,961-88.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.37% | 56.63%-48.3pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $595 | $5,170-88.5% | $4,617-87.1% | $4,869-87.8% |
| Participant deferral / active EE | $1,285 | $6,343-79.7% | $5,984-78.5% | $5,287-75.7% |
| Admin fee / account holder | $352 | $9,817-96.4% | $8,357-95.8% | $10,132-96.5% |