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 | $68,140 | $64,707+5.3% | $112,228-39.3% | $68,494-0.5% |
| Participation rate | 93.6% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | 4.61% | -11.40%+16.0pp | 27.45%-22.8pp | -7.84%+12.4pp |
| Employer contribution / active EE | $311 | $2,746-88.7% | $3,635-91.4% | $2,596-88.0% |
| Participant deferral / active EE | $388 | $3,565-89.1% | $4,728-91.8% | $4,027-90.4% |
| Admin fee / account holder | $4,646 | $5,232-11.2% | $6,410-27.5% | $5,403-14.0% |