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 | $32,445 | $181,894-82.2% | $156,549-79.3% | $273,961-88.2% |
| Participation rate | 81.3% | 88.4%-7.1pp | 84.0%-2.8pp | 83.0%-1.8pp |
| Annual return | 10.86% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $424 | $6,248-93.2% | $5,501-92.3% | $4,869-91.3% |
| Participant deferral / active EE | $959 | $5,550-82.7% | $4,871-80.3% | $5,287-81.9% |
| Admin fee / account holder | $1,700 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |