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 | $124,983 | $165,335-24.4% | $149,696-16.5% | $158,922-21.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 24.25% | 348.15%-323.9pp | 276.60%-252.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $820 | $5,103-83.9% | $4,644-82.3% | $4,761-82.8% |
| Participant deferral / active EE | $1,165 | $7,181-83.8% | $6,842-83.0% | $5,982-80.5% |
| Admin fee / account holder | $75,079 | $10,807+594.8% | $9,309+706.5% | $11,246+567.6% |