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 | $108,619 | $142,344-23.7% | $119,609-9.2% | $134,475-19.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 11.19% | -12.44%+23.6pp | -14.97%+26.2pp | 417.96%-406.8pp |
| Employer contribution / active EE | $644 | $5,222-87.7% | $4,232-84.8% | $4,740-86.4% |
| Participant deferral / active EE | $1,877 | $6,469-71.0% | $5,602-66.5% | $6,400-70.7% |
| Admin fee / account holder | $1,948 | $13,584-85.7% | $10,323-81.1% | $11,426-82.9% |