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 | $29,675 | $98,240-69.8% | $82,313-63.9% | $147,584-79.9% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 18.30% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $497 | $3,192-84.4% | $2,428-79.6% | $4,876-89.8% |
| Participant deferral / active EE | $1,200 | $4,383-72.6% | $3,706-67.6% | $5,439-77.9% |
| Admin fee / account holder | $380 | $8,563-95.6% | $5,608-93.2% | $10,885-96.5% |