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 | $89,722 | $123,793-27.5% | $177,821-49.5% | $79,858+12.4% |
| Participation rate | 85.0% | 84.7%+0.3pp | 87.7%-2.7pp | 69.6%+15.4pp |
| Annual return | 22.62% | 22.82%-0.2pp | 48.32%-25.7pp | 31.71%-9.1pp |
| Employer contribution / active EE | $465 | $4,095-88.7% | $5,918-92.1% | $2,471-81.2% |
| Participant deferral / active EE | $2,161 | $5,956-63.7% | $7,714-72.0% | $3,740-42.2% |
| Admin fee / account holder | $2,449 | $7,243-66.2% | $12,427-80.3% | $5,306-53.8% |