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 | $45,522 | $76,367-40.4% | $93,606-51.4% | $72,985-37.6% |
| Participation rate | 74.2% | 71.7%+2.4pp | 75.8%-1.6pp | 69.5%+4.7pp |
| Annual return | 22.32% | 25.82%-3.5pp | 32.76%-10.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $771 | $3,538-78.2% | $4,069-81.1% | $3,607-78.6% |
| Admin fee / account holder | $1,495 | $6,838-78.1% | $7,888-81.0% | $5,124-70.8% |