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 | $124,881-23.2% | $209,409-54.2% | $116,875-17.9% |
| Participation rate | 73.3% | 75.8%-2.4pp | 80.4%-7.0pp | 74.5%-1.2pp |
| Annual return | 15.35% | 14.56%+0.8pp | 159.49%-144.1pp | 16.29%-0.9pp |
| Employer contribution / active EE | $354 | $2,588-86.3% | $5,035-93.0% | $3,288-89.2% |
| Participant deferral / active EE | $1,726 | $3,793-54.5% | $4,230-59.2% | $3,885-55.6% |
| Admin fee / account holder | $2,971 | $12,933-77.0% | $16,474-82.0% | $12,263-75.8% |