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 | $54,304 | $76,735-29.2% | $80,004-32.1% | - |
| Participation rate | 73.7% | 55.3%+18.4pp | 73.0%+0.7pp | - |
| Annual return | -2.12% | -4.03%+1.9pp | 7.63%-9.8pp | - |
| Employer contribution / active EE | $5,051 | $1,365+270.1% | $2,473+104.3% | - |
| Participant deferral / active EE | $1,609 | $1,931-16.7% | $3,204-49.8% | - |
| Admin fee / account holder | $3,065 | $9,456-67.6% | $5,033-39.1% | - |