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 | $47,147 | $162,781-71.0% | $133,956-64.8% | $158,922-70.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.98% | 41.94%-27.0pp | 45.09%-30.1pp | 302.83%-287.8pp |
| Employer contribution / active EE | $308 | $4,975-93.8% | $3,919-92.1% | $4,761-93.5% |
| Participant deferral / active EE | $1,555 | $5,911-73.7% | $5,048-69.2% | $5,982-74.0% |
| Admin fee / account holder | $993 | $11,736-91.5% | $8,927-88.9% | $11,246-91.2% |