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 | $61,479 | $95,762-35.8% | $379,746-83.8% | $79,858-23.0% |
| Participation rate | 80.9% | 74.0%+6.9pp | 78.4%+2.4pp | 69.6%+11.2pp |
| Annual return | 14.28% | 18.26%-4.0pp | 34.90%-20.6pp | 31.71%-17.4pp |
| Employer contribution / active EE | $136 | $2,695-95.0% | $3,540-96.2% | $2,471-94.5% |
| Participant deferral / active EE | $284 | $4,705-94.0% | $6,024-95.3% | $3,740-92.4% |
| Admin fee / account holder | $3,675 | $6,745-45.5% | $7,927-53.6% | $5,306-30.7% |