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 | $214,112 | $133,958+59.8% | $112,228+90.8% | $134,475+59.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -16.04% | 47.11%-63.2pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $619 | $4,038-84.7% | $3,635-83.0% | $4,740-86.9% |
| Participant deferral / active EE | $771 | $5,291-85.4% | $4,728-83.7% | $6,400-88.0% |
| Admin fee / account holder | $2,236 | $7,489-70.1% | $6,410-65.1% | $11,426-80.4% |