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 | $33,125 | $135,952-75.6% | $123,892-73.3% | $273,961-87.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.73% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $418 | $5,170-91.9% | $4,617-90.9% | $4,869-91.4% |
| Participant deferral / active EE | $1,159 | $6,343-81.7% | $5,984-80.6% | $5,287-78.1% |
| Admin fee / account holder | $2,401 | $9,817-75.5% | $8,357-71.3% | $10,132-76.3% |