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 | $55,256 | $165,335-66.6% | $149,696-63.1% | $158,922-65.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 11.24% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $543 | $5,103-89.4% | $4,644-88.3% | $4,761-88.6% |
| Participant deferral / active EE | $1,192 | $7,181-83.4% | $6,842-82.6% | $5,982-80.1% |
| Admin fee / account holder | $492 | $10,807-95.4% | $9,309-94.7% | $11,246-95.6% |