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 | $81,346 | $225,748-64.0% | $136,294-40.3% | - |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | - |
| Annual return | 23.01% | 13.52%+9.5pp | 5155.94%-5132.9pp | - |
| Employer contribution / active EE | $1,667 | $3,134-46.8% | $4,695-64.5% | - |
| Participant deferral / active EE | $2,638 | $4,803-45.1% | $6,247-57.8% | - |
| Admin fee / account holder | $6,977 | $10,864-35.8% | $9,243-24.5% | - |