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 | $77,896-49.0% | $134,172-70.4% | $82,448-51.9% |
| Participation rate | 96.6% | 62.8%+33.8pp | 72.5%+24.1pp | 68.1%+28.5pp |
| Annual return | 26.26% | 18.21%+8.0pp | 25.30%+1.0pp | 41.64%-15.4pp |
| Employer contribution / active EE | $291 | $2,159-86.5% | $3,420-91.5% | $2,551-88.6% |
| Participant deferral / active EE | $781 | $3,162-75.3% | $4,690-83.3% | $4,139-81.1% |
| Admin fee / account holder | $1,892 | $6,336-70.1% | $12,016-84.3% | $7,234-73.9% |