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 | $47,591 | $88,707-46.4% | $74,183-35.8% | $273,961-82.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 5.40% | 11.94%-6.5pp | 17.74%-12.3pp | 41.45%-36.1pp |
| Employer contribution / active EE | $288 | $3,159-90.9% | $2,370-87.8% | $4,869-94.1% |
| Participant deferral / active EE | $1,176 | $4,212-72.1% | $3,550-66.9% | $5,287-77.8% |
| Admin fee / account holder | $2,947 | $8,717-66.2% | $5,586-47.2% | $10,132-70.9% |