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 | $39,697 | $78,926-49.7% | $136,749-71.0% | $84,808-53.2% |
| Participation rate | 96.6% | 62.2%+34.4pp | 72.1%+24.4pp | 68.3%+28.2pp |
| Annual return | 26.26% | 18.17%+8.1pp | 24.33%+1.9pp | 40.90%-14.6pp |
| Employer contribution / active EE | $291 | $2,134-86.4% | $3,400-91.5% | $2,631-89.0% |
| Participant deferral / active EE | $781 | $3,168-75.3% | $4,692-83.3% | $4,212-81.4% |
| Admin fee / account holder | $1,892 | $6,369-70.3% | $11,386-83.4% | $7,344-74.2% |