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 | $34,851 | $79,944-56.4% | $98,439-64.6% | $75,163-53.6% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.2%+10.6pp | 67.2%+18.5pp |
| Annual return | 16.01% | 19.75%-3.7pp | 21.16%-5.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $525 | $2,264-76.8% | $3,048-82.8% | $2,670-80.3% |
| Participant deferral / active EE | $1,030 | $3,752-72.6% | $4,738-78.3% | $4,125-75.0% |
| Admin fee / account holder | $4,613 | $6,840-32.6% | $8,948-48.4% | $5,651-18.4% |