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 | $33,906 | $86,929-61.0% | $102,423-66.9% | $80,856-58.1% |
| Participation rate | 97.9% | 72.4%+25.5pp | 76.5%+21.4pp | 67.6%+30.3pp |
| Annual return | 11.27% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $490 | $2,369-79.3% | $3,023-83.8% | $2,755-82.2% |
| Participant deferral / active EE | $1,736 | $4,118-57.8% | $5,053-65.6% | $4,296-59.6% |
| Admin fee / account holder | $1,602 | $8,049-80.1% | $9,451-83.1% | $6,918-76.8% |