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 | $75,193 | $133,958-43.9% | $112,228-33.0% | $134,475-44.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -7.07% | 47.11%-54.2pp | 27.45%-34.5pp | 417.96%-425.0pp |
| Employer contribution / active EE | $298 | $4,038-92.6% | $3,635-91.8% | $4,740-93.7% |
| Participant deferral / active EE | $320 | $5,291-94.0% | $4,728-93.2% | $6,400-95.0% |
| Admin fee / account holder | $542 | $7,489-92.8% | $6,410-91.5% | $11,426-95.3% |