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 | $241,165 | $369,484-34.7% | $303,047-20.4% | $357,791-32.6% |
| Participation rate | 87.5% | 90.0%-2.5pp | 87.1%+0.4pp | 85.6%+1.9pp |
| Annual return | 10.43% | 0.42%+10.0pp | 2.47%+8.0pp | 396.79%-386.4pp |
| Employer contribution / active EE | $1,026 | $9,025-88.6% | $7,418-86.2% | $7,508-86.3% |
| Participant deferral / active EE | $4,207 | $5,439-22.7% | $5,070-17.0% | $5,521-23.8% |
| Admin fee / account holder | $48,621 | $49,137-1.1% | $39,333+23.6% | $28,387+71.3% |