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 5-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 | $70,412 | $228,332-69.2% | $185,823-62.1% | $158,922-55.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 19.39% | 40.80%-21.4pp | 35.95%-16.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $203 | $4,967-95.9% | $4,087-95.0% | $4,761-95.7% |
| Participant deferral / active EE | $100 | $6,415-98.4% | $5,632-98.2% | $5,982-98.3% |
| Admin fee / account holder | $8,353 | $11,864-29.6% | $9,500-12.1% | $11,246-25.7% |