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 | $81,656 | $176,812-53.8% | $146,665-44.3% | $167,490-51.2% |
| Participation rate | 89.5% | 83.6%+5.9pp | 80.1%+9.4pp | 82.1%+7.4pp |
| Annual return | 14.16% | 24.03%-9.9pp | 22.74%-8.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $861 | $5,160-83.3% | $4,136-79.2% | $4,837-82.2% |
| Participant deferral / active EE | $231 | $6,440-96.4% | $5,506-95.8% | $6,341-96.4% |
| Admin fee / account holder | $4,578 | $13,259-65.5% | $10,280-55.5% | $12,309-62.8% |