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 | $57,934 | $47,057+23.1% | $87,507-33.8% | - |
| Participation rate | 78.8% | 64.0%+14.7pp | 73.8%+4.9pp | - |
| Annual return | 5.77% | 3.77%+2.0pp | 12.21%-6.4pp | - |
| Employer contribution / active EE | $5,051 | $995+407.4% | $2,550+98.1% | - |
| Participant deferral / active EE | $1,479 | $1,699-13.0% | $3,149-53.0% | - |
| Admin fee / account holder | $5,016 | $11,018-54.5% | $4,221+18.8% | - |