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 6-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 | $213,644 | $201,272+6.1% | $184,203+16.0% | $145,922+46.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.97% | 29.00%-3.0pp | 28.81%-2.8pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,100 | $7,022-84.3% | $6,427-82.9% | $4,660-76.4% |
| Participant deferral / active EE | $1,100 | $9,806-88.8% | $9,131-88.0% | $6,688-83.6% |
| Admin fee / account holder | $2,341 | $16,364-85.7% | $13,901-83.2% | $13,397-82.5% |