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 | $113,557 | $72,492+56.6% | $87,100+30.4% | $72,985+55.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 20.44% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $77 | $1,894-95.9% | $2,521-96.9% | $2,440-96.8% |
| Participant deferral / active EE | $1,313 | $3,270-59.8% | $4,049-67.6% | $3,607-63.6% |
| Admin fee / account holder | $7,032 | $5,055+39.1% | $7,497-6.2% | $5,124+37.2% |