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 | $58,309 | $107,934-46.0% | $91,989-36.6% | $152,861-61.9% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 22.06% | 89.24%-67.2pp | 69.02%-47.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $279 | $4,210-93.4% | $3,452-91.9% | $4,762-94.1% |
| Participant deferral / active EE | $1,329 | $6,364-79.1% | $5,923-77.6% | $5,850-77.3% |
| Admin fee / account holder | $3,064 | $10,520-70.9% | $7,743-60.4% | $11,596-73.6% |