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 | $30,365 | $131,829-77.0% | $108,579-72.0% | $273,961-88.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.75% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $708 | $4,912-85.6% | $3,758-81.2% | $4,869-85.5% |
| Participant deferral / active EE | $708 | $5,127-86.2% | $4,311-83.6% | $5,287-86.6% |
| Admin fee / account holder | $392 | $10,252-96.2% | $7,645-94.9% | $10,132-96.1% |