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 | $49,558 | $98,240-49.6% | $82,313-39.8% | $147,584-66.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 12.12% | 30.85%-18.7pp | 25.88%-13.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $169 | $3,192-94.7% | $2,428-93.0% | $4,876-96.5% |
| Participant deferral / active EE | $752 | $4,383-82.8% | $3,706-79.7% | $5,439-86.2% |
| Admin fee / account holder | $1,194 | $8,563-86.1% | $5,608-78.7% | $10,885-89.0% |