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 | $50,699 | $93,571-45.8% | $135,903-62.7% | $75,163-32.5% |
| Participation rate | 88.2% | 75.2%+13.1pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 20.73% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $590 | $3,537-83.3% | $4,856-87.8% | $2,670-77.9% |
| Participant deferral / active EE | $1,958 | $6,404-69.4% | $7,758-74.8% | $4,125-52.5% |
| Admin fee / account holder | $1,095 | $6,975-84.3% | $10,762-89.8% | $5,651-80.6% |