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 | $78,818 | $86,929-9.3% | $102,423-23.0% | $80,856-2.5% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 31.40% | 18.88%+12.5pp | 29.32%+2.1pp | 35.59%-4.2pp |
| Employer contribution / active EE | $405 | $2,369-82.9% | $3,023-86.6% | $2,755-85.3% |
| Participant deferral / active EE | $1,759 | $4,118-57.3% | $5,053-65.2% | $4,296-59.1% |
| Admin fee / account holder | $5,599 | $8,049-30.4% | $9,451-40.8% | $6,918-19.1% |