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 | $109,413-54.4% | $156,263-68.1% | $84,808-41.2% |
| Participation rate | 75.0% | 72.7%+2.3pp | 78.9%-3.9pp | 68.3%+6.7pp |
| Annual return | 15.73% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $521 | $2,907-82.1% | $4,333-88.0% | $2,631-80.2% |
| Participant deferral / active EE | $1,175 | $4,590-74.4% | $6,158-80.9% | $4,212-72.1% |
| Admin fee / account holder | $6,023 | $9,357-35.6% | $14,255-57.7% | $7,344-18.0% |