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 | $214,378-83.1% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 31.56% | 46.41%-14.8pp | 42.33%-10.8pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,246 | $6,841-81.8% | $6,419-80.6% | $4,299-71.0% |
| Participant deferral / active EE | $1,932 | $9,865-80.4% | $9,331-79.3% | $6,507-70.3% |
| Admin fee / account holder | $357 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |