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 | $138,425 | $178,174-22.3% | $156,181-11.4% | $137,256+0.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.81% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,045 | $4,972-79.0% | $4,294-75.7% | $4,156-74.8% |
| Participant deferral / active EE | $407 | $6,888-94.1% | $6,132-93.4% | $6,407-93.7% |
| Admin fee / account holder | $4,736 | $17,404-72.8% | $14,586-67.5% | $12,270-61.4% |