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 | $75,463 | $202,432-62.7% | $169,368-55.4% | $139,434-45.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 19.19% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $240 | $4,692-94.9% | $4,013-94.0% | $4,751-94.9% |
| Participant deferral / active EE | $600 | $6,938-91.4% | $6,221-90.4% | $6,710-91.1% |
| Admin fee / account holder | $5,470 | $10,708-48.9% | $9,003-39.2% | $11,403-52.0% |