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 | $91,458 | $176,056-48.1% | $159,436-42.6% | $167,490-45.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.20% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $626 | $5,297-88.2% | $4,829-87.0% | $4,837-87.1% |
| Participant deferral / active EE | $2,503 | $7,750-67.7% | $7,352-66.0% | $6,341-60.5% |
| Admin fee / account holder | $8,747 | $12,554-30.3% | $10,799-19.0% | $12,309-28.9% |