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 | $37,448 | $198,466-81.1% | $170,442-78.0% | $147,584-74.6% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 24.44% | 257.29%-232.9pp | 205.93%-181.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $792 | $6,184-87.2% | $5,433-85.4% | $4,876-83.8% |
| Participant deferral / active EE | $1,787 | $5,629-68.3% | $4,939-63.8% | $5,439-67.1% |
| Admin fee / account holder | $2,070 | $16,852-87.7% | $13,880-85.1% | $10,885-81.0% |