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 | $30,387 | $69,977-56.6% | $108,579-72.0% | $62,891-51.7% |
| Participation rate | 88.0% | 72.9%+15.1pp | 79.6%+8.4pp | 69.3%+18.7pp |
| Annual return | 11.22% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $388 | $2,135-81.8% | $3,758-89.7% | $2,281-83.0% |
| Participant deferral / active EE | $921 | $3,165-70.9% | $4,311-78.6% | $3,203-71.3% |
| Admin fee / account holder | $2,913 | $5,076-42.6% | $7,645-61.9% | $4,296-32.2% |