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 | $225,686 | $209,411+7.8% | $178,490+26.4% | $158,922+42.0% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 46.00% | 188.75%-142.8pp | 151.07%-105.1pp | 302.83%-256.8pp |
| Employer contribution / active EE | $584 | $5,706-89.8% | $5,011-88.3% | $4,761-87.7% |
| Participant deferral / active EE | $364 | $5,954-93.9% | $5,202-93.0% | $5,982-93.9% |
| Admin fee / account holder | $2,901 | $17,074-83.0% | $13,984-79.3% | $11,246-74.2% |