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 | $42,684 | $124,425-65.7% | $112,040-61.9% | $137,256-68.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 11.63% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $247 | $3,411-92.8% | $2,954-91.6% | $4,156-94.1% |
| Participant deferral / active EE | $945 | $5,718-83.5% | $5,098-81.5% | $6,407-85.3% |
| Admin fee / account holder | $1,968 | $15,207-87.1% | $12,098-83.7% | $12,270-84.0% |