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 | $131,434 | $198,466-33.8% | $170,442-22.9% | $147,584-10.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.24% | 257.29%-245.1pp | 205.93%-193.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $963 | $6,184-84.4% | $5,433-82.3% | $4,876-80.3% |
| Participant deferral / active EE | $1,633 | $5,629-71.0% | $4,939-66.9% | $5,439-70.0% |
| Admin fee / account holder | $7,361 | $16,852-56.3% | $13,880-47.0% | $10,885-32.4% |