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 | $29,180 | $78,705-62.9% | $117,854-75.2% | $70,131-58.4% |
| Participation rate | 72.0% | 73.2%-1.2pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 17.26% | 23.30%-6.0pp | 335.08%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $158 | $2,223-92.9% | $3,786-95.8% | $2,342-93.3% |
| Participant deferral / active EE | $790 | $3,297-76.0% | $4,482-82.4% | $3,332-76.3% |
| Admin fee / account holder | $761 | $5,065-85.0% | $8,020-90.5% | $4,645-83.6% |