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 | $86,915 | $152,587-43.0% | $125,175-30.6% | $152,861-43.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.78% | 54.84%-32.1pp | 43.79%-21.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $585 | $4,946-88.2% | $3,865-84.9% | $4,762-87.7% |
| Participant deferral / active EE | $1,170 | $5,868-80.1% | $4,937-76.3% | $5,850-80.0% |
| Admin fee / account holder | $1,798 | $13,434-86.6% | $9,702-81.5% | $11,596-84.5% |