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 | $189,665 | $198,466-4.4% | $170,442+11.3% | $147,584+28.5% |
| Participation rate | 92.9% | 88.0%+4.9pp | 83.6%+9.3pp | 82.8%+10.0pp |
| Annual return | 9.75% | 257.29%-247.5pp | 205.93%-196.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $701 | $6,184-88.7% | $5,433-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $169 | $5,629-97.0% | $4,939-96.6% | $5,439-96.9% |
| Admin fee / account holder | $13,208 | $16,852-21.6% | $13,880-4.8% | $10,885+21.3% |