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 8-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 | $30,888 | $179,726-82.8% | $156,263-80.2% | $142,382-78.3% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 13.82% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,072 | $5,069-78.9% | $4,333-75.3% | $4,299-75.1% |
| Participant deferral / active EE | $676 | $6,956-90.3% | $6,158-89.0% | $6,507-89.6% |
| Admin fee / account holder | $927 | $17,272-94.6% | $14,255-93.5% | $12,624-92.7% |