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 7-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 | $57,901 | $198,466-70.8% | $170,442-66.0% | $147,584-60.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 23.81% | 257.29%-233.5pp | 205.93%-182.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $285 | $6,184-95.4% | $5,433-94.8% | $4,876-94.2% |
| Participant deferral / active EE | $1,563 | $5,629-72.2% | $4,939-68.4% | $5,439-71.3% |
| Admin fee / account holder | $5,956 | $16,852-64.7% | $13,880-57.1% | $10,885-45.3% |