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 | $35,341 | $153,772-77.0% | $133,980-73.6% | $273,961-87.1% |
| Participation rate | 77.3% | 88.4%-11.1pp | 87.1%-9.8pp | 83.0%-5.7pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,249 | $6,029-79.3% | $5,211-76.0% | $4,869-74.3% |
| Participant deferral / active EE | $1,580 | $6,958-77.3% | $6,282-74.9% | $5,287-70.1% |
| Admin fee / account holder | $321 | $11,765-97.3% | $9,324-96.6% | $10,132-96.8% |