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 | $54,085 | $198,466-72.7% | $170,442-68.3% | $147,584-63.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.64% | 257.29%-242.7pp | 205.93%-191.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,095 | $6,184-82.3% | $5,433-79.8% | $4,876-77.5% |
| Participant deferral / active EE | $1,404 | $5,629-75.1% | $4,939-71.6% | $5,439-74.2% |
| Admin fee / account holder | $807 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |