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 | $127,065-66.4% | $113,168-62.3% | $142,382-70.0% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 11.63% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $247 | $3,442-92.8% | $2,975-91.7% | $4,299-94.3% |
| Participant deferral / active EE | $945 | $5,716-83.5% | $5,107-81.5% | $6,507-85.5% |
| Admin fee / account holder | $1,968 | $15,736-87.5% | $12,068-83.7% | $12,624-84.4% |