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 | $97,521 | $61,660+58.2% | $80,019+21.9% | $64,186+51.9% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | 5.10% | -0.33%+5.4pp | 11.22%-6.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $162 | $1,810-91.0% | $2,468-93.4% | $2,381-93.2% |
| Participant deferral / active EE | $954 | $2,968-67.8% | $3,686-74.1% | $3,470-72.5% |
| Admin fee / account holder | $2,882 | $5,417-46.8% | $6,521-55.8% | $4,888-41.0% |