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 | $174,508 | $377,972-53.8% | $300,297-41.9% | $382,429-54.4% |
| Participation rate | 77.8% | 91.7%-14.0pp | 83.3%-5.5pp | 87.7%-10.0pp |
| Annual return | 14.87% | 4.19%+10.7pp | 6.06%+8.8pp | 248.85%-234.0pp |
| Employer contribution / active EE | $1,470 | $5,545-73.5% | $4,605-68.1% | $8,036-81.7% |
| Participant deferral / active EE | $2,265 | $5,506-58.9% | $4,511-49.8% | $5,727-60.5% |
| Admin fee / account holder | $4,177 | $20,122-79.2% | $16,510-74.7% | $30,732-86.4% |