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 | $36,318 | $209,336-82.7% | $197,124-81.6% | $137,256-73.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 31.56% | 48.09%-16.5pp | 44.34%-12.8pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,246 | $6,591-81.1% | $6,227-80.0% | $4,156-70.0% |
| Participant deferral / active EE | $1,932 | $9,614-79.9% | $9,135-78.9% | $6,407-69.8% |
| Admin fee / account holder | $357 | $17,308-97.9% | $16,298-97.8% | $12,270-97.1% |