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 | $49,909 | $108,825-54.1% | $156,181-68.0% | $82,448-39.5% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 15.73% | 20.59%-4.9pp | 64.87%-49.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $521 | $2,870-81.9% | $4,294-87.9% | $2,551-79.6% |
| Participant deferral / active EE | $1,175 | $4,577-74.3% | $6,132-80.8% | $4,139-71.6% |
| Admin fee / account holder | $6,023 | $9,341-35.5% | $14,586-58.7% | $7,234-16.7% |