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 | $35,037 | $45,035-22.2% | $62,995-44.4% | $70,131-50.0% |
| Participation rate | 75.9% | 69.5%+6.3pp | 74.8%+1.1pp | 69.5%+6.3pp |
| Annual return | 13.30% | 18.76%-5.5pp | 87.57%-74.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $75 | $2,051-96.3% | $2,759-97.3% | $2,342-96.8% |
| Participant deferral / active EE | $543 | $2,465-78.0% | $3,329-83.7% | $3,332-83.7% |
| Admin fee / account holder | $1,016 | $2,834-64.2% | $3,600-71.8% | $4,645-78.1% |