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 | $76,851 | $64,707+18.8% | $112,228-31.5% | $68,494+12.2% |
| Participation rate | 70.0% | 67.2%+2.8pp | 75.1%-5.1pp | 67.9%+2.1pp |
| Annual return | -19.17% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $681 | $2,746-75.2% | $3,635-81.3% | $2,596-73.8% |
| Participant deferral / active EE | $943 | $3,565-73.5% | $4,728-80.1% | $4,027-76.6% |
| Admin fee / account holder | $1,932 | $5,232-63.1% | $6,410-69.9% | $5,403-64.2% |