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 | $117,322 | $175,212-33.0% | $149,682-21.6% | $139,427-15.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.25% | 166.63%-148.4pp | 134.35%-116.1pp | 373.27%-355.0pp |
| Employer contribution / active EE | $309 | $5,475-94.4% | $4,818-93.6% | $4,752-93.5% |
| Participant deferral / active EE | $121 | $6,520-98.1% | $5,681-97.9% | $6,711-98.2% |
| Admin fee / account holder | $4,012 | $16,150-75.2% | $13,210-69.6% | $11,404-64.8% |