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 | $24,360 | $77,813-68.7% | $123,544-80.3% | $64,186-62.0% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | 5.56% | 12.48%-6.9pp | 119.20%-113.6pp | 7.63%-2.1pp |
| Employer contribution / active EE | $349 | $3,014-88.4% | $4,628-92.5% | $2,381-85.3% |
| Participant deferral / active EE | $1,005 | $5,240-80.8% | $6,426-84.4% | $3,470-71.0% |
| Admin fee / account holder | $1,566 | $5,519-71.6% | $9,284-83.1% | $4,888-68.0% |