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 | $45,716 | $96,557-52.7% | $80,975-43.5% | $273,961-83.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.19% | 15.14%-6.0pp | 17.10%-7.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $216 | $4,868-95.6% | $3,714-94.2% | $4,869-95.6% |
| Participant deferral / active EE | $798 | $6,598-87.9% | $5,696-86.0% | $5,287-84.9% |
| Admin fee / account holder | $968 | $7,492-87.1% | $5,516-82.5% | $10,132-90.4% |