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 | $41,088 | $111,301-63.1% | $112,977-63.6% | $158,922-74.1% |
| Participation rate | 90.9% | 83.5%+7.4pp | 82.6%+8.3pp | 82.0%+9.0pp |
| Annual return | 12.53% | 26.40%-13.9pp | 24.24%-11.7pp | 302.83%-290.3pp |
| Employer contribution / active EE | $432 | $4,471-90.3% | $4,255-89.9% | $4,761-90.9% |
| Participant deferral / active EE | $1,121 | $5,880-80.9% | $5,836-80.8% | $5,982-81.3% |
| Admin fee / account holder | $2,329 | $8,392-72.2% | $6,294-63.0% | $11,246-79.3% |