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 | $122,480 | $239,571-48.9% | $183,328-33.2% | $137,256-10.8% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 80.0%+10.0pp |
| Annual return | 10.47% | 35.69%-25.2pp | 29.67%-19.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $978 | $6,148-84.1% | $5,055-80.7% | $4,156-76.5% |
| Participant deferral / active EE | $1,671 | $7,995-79.1% | $6,795-75.4% | $6,407-73.9% |
| Admin fee / account holder | $6,402 | $30,059-78.7% | $21,427-70.1% | $12,270-47.8% |