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 | $95,903 | $121,719-21.2% | $210,053-54.3% | $116,462-17.7% |
| Participation rate | 73.3% | 76.0%-2.7pp | 80.8%-7.5pp | 74.7%-1.4pp |
| Annual return | 15.35% | 14.29%+1.1pp | 232.76%-217.4pp | 15.65%-0.3pp |
| Employer contribution / active EE | $354 | $2,386-85.2% | $4,521-92.2% | $3,231-89.1% |
| Participant deferral / active EE | $1,726 | $3,917-55.9% | $4,238-59.3% | $3,836-55.0% |
| Admin fee / account holder | $2,971 | $13,730-78.4% | $16,990-82.5% | $12,754-76.7% |