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 | $106,749-74.7% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 89.8% | 75.6%+14.2pp | 82.1%+7.7pp | 68.1%+21.8pp |
| Annual return | 26.36% | 27.59%-1.2pp | 66.58%-40.2pp | 41.64%-15.3pp |
| Employer contribution / active EE | $600 | $3,444-82.6% | $4,554-86.8% | $2,551-76.5% |
| Participant deferral / active EE | $2,369 | $6,519-63.7% | $7,897-70.0% | $4,139-42.8% |
| Admin fee / account holder | $3,413 | $8,390-59.3% | $13,129-74.0% | $7,234-52.8% |