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 | $59,648 | $156,318-61.8% | $145,433-59.0% | - |
| Participation rate | 80.8% | 68.6%+12.2pp | 82.1%-1.3pp | - |
| Annual return | 16.44% | 26.27%-9.8pp | 66.58%-50.1pp | - |
| Employer contribution / active EE | $561 | $3,387-83.4% | $4,554-87.7% | - |
| Participant deferral / active EE | $3,132 | $6,196-49.5% | $7,897-60.3% | - |
| Admin fee / account holder | $1,518 | $8,746-82.6% | $13,129-88.4% | - |