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 | $68,168 | $140,940-51.6% | $112,229-39.3% | $139,434-51.1% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.44% | 32.71%-22.3pp | 30.20%-19.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $340 | $4,283-92.1% | $3,430-90.1% | $4,751-92.8% |
| Participant deferral / active EE | $340 | $5,874-94.2% | $4,798-92.9% | $6,710-94.9% |
| Admin fee / account holder | $380 | $9,954-96.2% | $7,748-95.1% | $11,403-96.7% |