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 | $49,335 | $92,222-46.5% | $76,768-35.7% | $135,375-63.6% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | 10.18% | 5.46%+4.7pp | 2.43%+7.7pp | 519.73%-509.6pp |
| Employer contribution / active EE | $189 | $3,216-94.1% | $2,485-92.4% | $4,779-96.0% |
| Participant deferral / active EE | $820 | $4,509-81.8% | $3,852-78.7% | $5,609-85.4% |
| Admin fee / account holder | $13,480 | $10,748+25.4% | $6,675+102.0% | $10,827+24.5% |