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 | $111,519 | $176,812-36.9% | $146,665-24.0% | $167,490-33.4% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 20.77% | 24.03%-3.3pp | 22.74%-2.0pp | 478.56%-457.8pp |
| Employer contribution / active EE | $901 | $5,160-82.5% | $4,136-78.2% | $4,837-81.4% |
| Participant deferral / active EE | $1,802 | $6,440-72.0% | $5,506-67.3% | $6,341-71.6% |
| Admin fee / account holder | $4,452 | $13,259-66.4% | $10,280-56.7% | $12,309-63.8% |