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 | $25,324 | $63,346-60.0% | $92,233-72.5% | $70,131-63.9% |
| Participation rate | 75.6% | 68.7%+6.9pp | 76.5%-0.9pp | 69.5%+6.0pp |
| Annual return | 12.70% | 530.12%-517.4pp | 176.28%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $268 | $2,471-89.2% | $3,679-92.7% | $2,342-88.6% |
| Participant deferral / active EE | $1,088 | $2,854-61.9% | $3,897-72.1% | $3,332-67.3% |
| Admin fee / account holder | $720 | $3,840-81.3% | $5,194-86.1% | $4,645-84.5% |