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 | $128,664 | $94,031+36.8% | $115,768+11.1% | $82,448+56.1% |
| Participation rate | 90.6% | 70.4%+20.2pp | 74.4%+16.2pp | 68.1%+22.6pp |
| Annual return | 26.56% | 20.61%+6.0pp | 100.46%-73.9pp | 41.64%-15.1pp |
| Employer contribution / active EE | $34 | $2,323-98.5% | $2,940-98.9% | $2,551-98.7% |
| Participant deferral / active EE | $1,201 | $3,972-69.8% | $4,917-75.6% | $4,139-71.0% |
| Admin fee / account holder | $4,648 | $10,249-54.7% | $12,439-62.6% | $7,234-35.8% |