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 | $107,494 | $225,748-52.4% | $136,294-21.1% | - |
| Participation rate | 71.7% | 69.2%+2.5pp | 81.9%-10.2pp | - |
| Annual return | 15.34% | 13.52%+1.8pp | 5155.94%-5140.6pp | - |
| Employer contribution / active EE | $2,550 | $3,134-18.6% | $4,695-45.7% | - |
| Participant deferral / active EE | $6,715 | $4,803+39.8% | $6,247+7.5% | - |
| Admin fee / account holder | $1,259 | $10,864-88.4% | $9,243-86.4% | - |