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 | $67,403 | $124,185-45.7% | $108,410-37.8% | $167,490-59.8% |
| Participation rate | 84.6% | 82.3%+2.3pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 14.81% | 1379.64%-1364.8pp | 905.27%-890.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $245 | $4,187-94.1% | $3,558-93.1% | $4,837-94.9% |
| Participant deferral / active EE | $1,290 | $6,908-81.3% | $6,563-80.3% | $6,341-79.7% |
| Admin fee / account holder | $10,615 | $9,455+12.3% | $7,295+45.5% | $12,309-13.8% |