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 | $71,536 | $131,829-45.7% | $108,579-34.1% | $273,961-73.9% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 8.89% | -91.57%+100.5pp | -51.70%+60.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $326 | $4,912-93.4% | $3,758-91.3% | $4,869-93.3% |
| Participant deferral / active EE | $970 | $5,127-81.1% | $4,311-77.5% | $5,287-81.7% |
| Admin fee / account holder | $4,843 | $10,252-52.8% | $7,645-36.7% | $10,132-52.2% |