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 | $45,976 | $53,018-13.3% | $70,014-34.3% | $62,891-26.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 8.11% | 13.35%-5.2pp | 12.99%-4.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $185 | $1,799-89.7% | $2,338-92.1% | $2,281-91.9% |
| Participant deferral / active EE | $295 | $2,395-87.7% | $2,931-89.9% | $3,203-90.8% |
| Admin fee / account holder | $1,502 | $3,690-59.3% | $4,380-65.7% | $4,296-65.0% |