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 | $40,778 | $110,257-63.0% | $96,544-57.8% | $139,434-70.8% |
| Participation rate | 82.4% | 78.1%+4.3pp | 76.0%+6.4pp | 80.3%+2.0pp |
| Annual return | 22.62% | 26.32%-3.7pp | 25.84%-3.2pp | 372.94%-350.3pp |
| Employer contribution / active EE | $507 | $3,620-86.0% | $2,965-82.9% | $4,751-89.3% |
| Participant deferral / active EE | $507 | $5,548-90.9% | $4,851-89.5% | $6,710-92.4% |
| Admin fee / account holder | $693 | $11,591-94.0% | $8,252-91.6% | $11,403-93.9% |