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 | $22,401 | $76,552-70.7% | $123,892-81.9% | $62,891-64.4% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 12.30% | 18.68%-6.4pp | 47.52%-35.2pp | 20.14%-7.8pp |
| Employer contribution / active EE | $278 | $2,883-90.3% | $4,617-94.0% | $2,281-87.8% |
| Participant deferral / active EE | $1,441 | $4,840-70.2% | $5,984-75.9% | $3,203-55.0% |
| Admin fee / account holder | $1,367 | $4,826-71.7% | $8,357-83.6% | $4,296-68.2% |