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 | $129,278 | $198,466-34.9% | $170,442-24.2% | $147,584-12.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.12% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $655 | $6,184-89.4% | $5,433-87.9% | $4,876-86.6% |
| Participant deferral / active EE | $59 | $5,629-99.0% | $4,939-98.8% | $5,439-98.9% |
| Admin fee / account holder | $1,596 | $16,852-90.5% | $13,880-88.5% | $10,885-85.3% |