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 | $69,329 | $142,344-51.3% | $119,609-42.0% | $134,475-48.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.51% | -12.44%-3.1pp | -14.97%-0.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $916 | $5,222-82.5% | $4,232-78.4% | $4,740-80.7% |
| Participant deferral / active EE | $678 | $6,469-89.5% | $5,602-87.9% | $6,400-89.4% |
| Admin fee / account holder | $1,132 | $13,584-91.7% | $10,323-89.0% | $11,426-90.1% |