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 | $40,055 | $81,208-50.7% | $98,907-59.5% | $79,858-49.8% |
| Participation rate | 72.7% | 72.5%+0.2pp | 76.0%-3.3pp | 69.6%+3.1pp |
| Annual return | 17.74% | 60.99%-43.3pp | 196.43%-178.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $156 | $1,960-92.0% | $2,689-94.2% | $2,471-93.7% |
| Participant deferral / active EE | $970 | $3,265-70.3% | $4,244-77.1% | $3,740-74.1% |
| Admin fee / account holder | $1,021 | $6,013-83.0% | $6,642-84.6% | $5,306-80.8% |