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 | $89,024 | $124,425-28.5% | $112,040-20.5% | $137,256-35.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.41% | 24.72%-13.3pp | 24.52%-13.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $281 | $3,411-91.8% | $2,954-90.5% | $4,156-93.2% |
| Participant deferral / active EE | $1,074 | $5,718-81.2% | $5,098-78.9% | $6,407-83.2% |
| Admin fee / account holder | $877 | $15,207-94.2% | $12,098-92.7% | $12,270-92.9% |