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 | $94,116 | $162,781-42.2% | $133,956-29.7% | $158,922-40.8% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 9.88% | 41.94%-32.1pp | 45.09%-35.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $849 | $4,975-82.9% | $3,919-78.3% | $4,761-82.2% |
| Participant deferral / active EE | $1,698 | $5,911-71.3% | $5,048-66.4% | $5,982-71.6% |
| Admin fee / account holder | $3,562 | $11,736-69.7% | $8,927-60.1% | $11,246-68.3% |