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 | $152,288 | $165,984-8.3% | $164,813-7.6% | $145,922+4.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.77% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $710 | $5,273-86.5% | $4,341-83.6% | $4,660-84.8% |
| Participant deferral / active EE | $972 | $6,959-86.0% | $6,031-83.9% | $6,688-85.5% |
| Admin fee / account holder | $4,218 | $16,648-74.7% | $12,690-66.8% | $13,397-68.5% |