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 | $34,340 | $60,349-43.1% | $74,183-53.7% | $62,891-45.4% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 8.07% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $280 | $1,680-83.3% | $2,370-88.2% | $2,281-87.7% |
| Participant deferral / active EE | $984 | $2,856-65.6% | $3,550-72.3% | $3,203-69.3% |
| Admin fee / account holder | $784 | $4,261-81.6% | $5,586-86.0% | $4,296-81.7% |