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 | $26,047 | $135,952-80.8% | $123,892-79.0% | $273,961-90.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 7.68% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $405 | $5,170-92.2% | $4,617-91.2% | $4,869-91.7% |
| Participant deferral / active EE | $811 | $6,343-87.2% | $5,984-86.5% | $5,287-84.7% |
| Admin fee / account holder | $341 | $9,817-96.5% | $8,357-95.9% | $10,132-96.6% |