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 | $58,081 | $54,541+6.5% | $78,778-26.3% | $70,131-17.2% |
| Participation rate | 89.5% | 60.8%+28.7pp | 69.2%+20.3pp | 69.5%+19.9pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $109 | $1,089-90.0% | $1,986-94.5% | $2,342-95.4% |
| Participant deferral / active EE | $600 | $2,210-72.9% | $2,958-79.7% | $3,332-82.0% |
| Admin fee / account holder | $547 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |