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 | $20,993 | $167,307-87.5% | $143,757-85.4% | $134,475-84.4% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -18.09% | 0.46%-18.6pp | -0.04%-18.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,034 | $5,619-81.6% | $4,951-79.1% | $4,740-78.2% |
| Participant deferral / active EE | $1,970 | $6,446-69.4% | $5,637-65.1% | $6,400-69.2% |
| Admin fee / account holder | $14,204 | $18,088-21.5% | $14,673-3.2% | $11,426+24.3% |