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 | $46,056 | $76,552-39.8% | $123,892-62.8% | $62,891-26.8% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 25.45% | 18.68%+6.8pp | 47.52%-22.1pp | 20.14%+5.3pp |
| Employer contribution / active EE | $291 | $2,883-89.9% | $4,617-93.7% | $2,281-87.2% |
| Participant deferral / active EE | $1,859 | $4,840-61.6% | $5,984-68.9% | $3,203-41.9% |
| Admin fee / account holder | $9,818 | $4,826+103.4% | $8,357+17.5% | $4,296+128.5% |