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 | $25,042 | $89,753-72.1% | $107,525-76.7% | $84,808-70.5% |
| Participation rate | 96.4% | 68.1%+28.3pp | 75.1%+21.3pp | 68.3%+28.1pp |
| Annual return | 17.80% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $624 | $3,113-80.0% | $3,754-83.4% | $2,631-76.3% |
| Participant deferral / active EE | $1,694 | $4,056-58.2% | $5,116-66.9% | $4,212-59.8% |
| Admin fee / account holder | $845 | $7,222-88.3% | $8,919-90.5% | $7,344-88.5% |