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 | $59,490 | $176,812-66.4% | $146,665-59.4% | $167,490-64.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.46% | 24.03%-11.6pp | 22.74%-10.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $860 | $5,160-83.3% | $4,136-79.2% | $4,837-82.2% |
| Participant deferral / active EE | $1,798 | $6,440-72.1% | $5,506-67.3% | $6,341-71.7% |
| Admin fee / account holder | $9,572 | $13,259-27.8% | $10,280-6.9% | $12,309-22.2% |