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 | $72,170 | $72,404-0.3% | $110,238-34.5% | $64,186+12.4% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | -6.85% | -6.29%-0.6pp | 314.74%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $498 | $2,282-78.2% | $3,826-87.0% | $2,381-79.1% |
| Participant deferral / active EE | $1,541 | $3,469-55.6% | $4,672-67.0% | $3,470-55.6% |
| Admin fee / account holder | $321 | $5,664-94.3% | $8,547-96.2% | $4,888-93.4% |