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 9-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 | $47,654 | $185,822-74.4% | $169,993-72.0% | $139,434-65.8% |
| Participation rate | 93.3% | 87.8%+5.6pp | 87.0%+6.3pp | 80.3%+13.0pp |
| Annual return | 22.21% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $509 | $7,590-93.3% | $6,785-92.5% | $4,751-89.3% |
| Participant deferral / active EE | $1,571 | $11,622-86.5% | $10,408-84.9% | $6,710-76.6% |
| Admin fee / account holder | $1,703 | $15,381-88.9% | $12,815-86.7% | $11,403-85.1% |