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 | $93,140 | $178,584-47.8% | $84,750+9.9% | - |
| Participation rate | 84.8% | 64.5%+20.4pp | 76.6%+8.3pp | - |
| Annual return | 8.68% | 76.22%-67.5pp | 22.78%-14.1pp | - |
| Employer contribution / active EE | $385 | $1,402-72.5% | $3,574-89.2% | - |
| Participant deferral / active EE | $1,070 | $2,836-62.3% | $3,712-71.2% | - |
| Admin fee / account holder | $1,809 | $9,656-81.3% | $5,332-66.1% | - |