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 | $94,625+36.0% | $116,228+10.7% | $84,808+51.7% |
| Participation rate | 90.6% | 70.4%+20.2pp | 74.6%+16.1pp | 68.3%+22.3pp |
| Annual return | 26.56% | 20.40%+6.2pp | 90.06%-63.5pp | 40.90%-14.3pp |
| Employer contribution / active EE | $34 | $2,347-98.6% | $2,994-98.9% | $2,631-98.7% |
| Participant deferral / active EE | $1,201 | $3,972-69.8% | $4,953-75.8% | $4,212-71.5% |
| Admin fee / account holder | $4,648 | $10,091-53.9% | $11,989-61.2% | $7,344-36.7% |