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 | $36,356 | $61,660-41.0% | $80,019-54.6% | $64,186-43.4% |
| Participation rate | 75.8% | 71.7%+4.1pp | 75.8%-0.1pp | 69.6%+6.2pp |
| Annual return | -1.95% | -0.33%-1.6pp | 11.22%-13.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $710 | $2,968-76.1% | $3,686-80.7% | $3,470-79.5% |
| Admin fee / account holder | $808 | $5,417-85.1% | $6,521-87.6% | $4,888-83.5% |