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 | $49,278 | $197,591-75.1% | $177,821-72.3% | $158,922-69.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.7%+3.2pp | 82.0%+9.0pp |
| Annual return | 13.88% | 58.76%-44.9pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,437 | $6,697-78.5% | $5,918-75.7% | $4,761-69.8% |
| Participant deferral / active EE | $2,075 | $8,405-75.3% | $7,714-73.1% | $5,982-65.3% |
| Admin fee / account holder | $918 | $15,399-94.0% | $12,427-92.6% | $11,246-91.8% |