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 9-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 | $234,081 | $159,602+46.7% | $150,045+56.0% | $142,382+64.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $316 | $4,961-93.6% | $4,693-93.3% | $4,299-92.6% |
| Participant deferral / active EE | $2,438 | $8,310-70.7% | $7,997-69.5% | $6,507-62.5% |
| Admin fee / account holder | $5,674 | $14,846-61.8% | $13,435-57.8% | $12,624-55.1% |