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 | $101,236 | $81,460+24.3% | $103,333-2.0% | $80,856+25.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.63% | 25.55%-9.9pp | 24.88%-9.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $506 | $3,105-83.7% | $3,868-86.9% | $2,755-81.6% |
| Participant deferral / active EE | $627 | $3,869-83.8% | $5,057-87.6% | $4,296-85.4% |
| Admin fee / account holder | $4,222 | $6,566-35.7% | $8,355-49.5% | $6,918-39.0% |