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 | $23,282 | $85,202-72.7% | $172,739-86.5% | $72,985-68.1% |
| Participation rate | 71.7% | 70.1%+1.7pp | 82.6%-10.9pp | 69.5%+2.3pp |
| Annual return | 21.77% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $15 | $3,324-99.5% | $5,143-99.7% | $2,440-99.4% |
| Participant deferral / active EE | $19 | $3,260-99.4% | $5,198-99.6% | $3,607-99.5% |
| Admin fee / account holder | $2,875 | $5,884-51.1% | $13,954-79.4% | $5,124-43.9% |