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 | $57,609 | $125,758-54.2% | $169,993-66.1% | $75,163-23.4% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 15.44% | 27.20%-11.8pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $565 | $4,615-87.8% | $6,785-91.7% | $2,670-78.8% |
| Participant deferral / active EE | $2,739 | $6,837-59.9% | $10,408-73.7% | $4,125-33.6% |
| Admin fee / account holder | $10,924 | $8,173+33.7% | $12,815-14.8% | $5,651+93.3% |