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 9-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 | $27,164 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 94.0% | 75.0%+19.0pp | 82.4%+11.6pp | 67.9%+26.1pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $514 | $3,381-84.8% | $4,814-89.3% | $2,596-80.2% |
| Participant deferral / active EE | $2,480 | $6,110-59.4% | $7,446-66.7% | $4,027-38.4% |
| Admin fee / account holder | $2,312 | $6,275-63.2% | $10,010-76.9% | $5,403-57.2% |