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 | $59,102 | $144,119-59.0% | $117,854-49.9% | $147,584-60.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 21.56% | 531.15%-509.6pp | 335.08%-313.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $208 | $4,896-95.8% | $3,786-94.5% | $4,876-95.7% |
| Participant deferral / active EE | $1,380 | $5,316-74.0% | $4,482-69.2% | $5,439-74.6% |
| Admin fee / account holder | $2,400 | $10,886-78.0% | $8,020-70.1% | $10,885-78.0% |