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 | $71,731 | $109,359-34.4% | $162,163-55.8% | $72,985-1.7% |
| Participation rate | 84.1% | 84.3%-0.2pp | 87.6%-3.5pp | 69.5%+14.6pp |
| Annual return | 24.21% | 25.46%-1.3pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $488 | $3,907-87.5% | $5,614-91.3% | $2,440-80.0% |
| Participant deferral / active EE | $2,253 | $5,481-58.9% | $7,298-69.1% | $3,607-37.5% |
| Admin fee / account holder | $3,316 | $7,972-58.4% | $10,843-69.4% | $5,124-35.3% |