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 | $82,056 | $109,881-25.3% | $150,045-45.3% | $84,808-3.2% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.7pp | 68.3%+20.8pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $729 | $3,561-79.5% | $4,693-84.5% | $2,631-72.3% |
| Participant deferral / active EE | $2,302 | $6,636-65.3% | $7,997-71.2% | $4,212-45.3% |
| Admin fee / account holder | $801 | $8,568-90.6% | $13,435-94.0% | $7,344-89.1% |