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 | $27,040 | $109,881-75.4% | $150,045-82.0% | $84,808-68.1% |
| Participation rate | 89.8% | 76.1%+13.7pp | 82.3%+7.5pp | 68.3%+21.5pp |
| Annual return | 26.36% | 28.25%-1.9pp | 62.55%-36.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $600 | $3,561-83.2% | $4,693-87.2% | $2,631-77.2% |
| Participant deferral / active EE | $2,369 | $6,636-64.3% | $7,997-70.4% | $4,212-43.8% |
| Admin fee / account holder | $3,413 | $8,568-60.2% | $13,435-74.6% | $7,344-53.5% |