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 | $34,567 | $67,411-48.7% | $91,001-62.0% | $70,131-50.7% |
| Participation rate | 76.5% | 71.4%+5.1pp | 75.6%+0.9pp | 69.5%+6.9pp |
| Annual return | 18.59% | -40.16%+58.8pp | 4.60%+14.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $613 | $2,823-78.3% | $3,547-82.7% | $3,332-81.6% |
| Admin fee / account holder | $860 | $4,236-79.7% | $5,417-84.1% | $4,645-81.5% |