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 | $32,235 | $84,233-61.7% | $170,442-81.1% | $70,131-54.0% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 13.28% | 23.06%-9.8pp | 205.93%-192.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $627 | $3,086-79.7% | $4,939-87.3% | $3,332-81.2% |
| Admin fee / account holder | $1,966 | $5,698-65.5% | $13,880-85.8% | $4,645-57.7% |