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 | $69,591 | $142,344-51.1% | $119,609-41.8% | $134,475-48.2% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.3%-2.8pp | 81.2%-4.8pp |
| Annual return | -16.67% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $814 | $5,222-84.4% | $4,232-80.8% | $4,740-82.8% |
| Participant deferral / active EE | $1,587 | $6,469-75.5% | $5,602-71.7% | $6,400-75.2% |
| Admin fee / account holder | $15,644 | $13,584+15.2% | $10,323+51.5% | $11,426+36.9% |