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 4-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 | $15,420 | $172,111-91.0% | $150,298-89.7% | $137,256-88.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 95.26% | 69.37%+25.9pp | 62.79%+32.5pp | 220.34%-125.1pp |
| Employer contribution / active EE | $661 | $4,636-85.7% | $4,154-84.1% | $4,156-84.1% |
| Participant deferral / active EE | $866 | $6,166-86.0% | $5,453-84.1% | $6,407-86.5% |
| Admin fee / account holder | $789 | $16,471-95.2% | $14,116-94.4% | $12,270-93.6% |