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 | $45,629 | $79,944-42.9% | $98,439-53.6% | $75,163-39.3% |
| Participation rate | 70.3% | 70.4%-0.1pp | 75.2%-4.8pp | 67.2%+3.1pp |
| Annual return | 20.25% | 19.75%+0.5pp | 21.16%-0.9pp | 160.62%-140.4pp |
| Employer contribution / active EE | $529 | $2,264-76.6% | $3,048-82.6% | $2,670-80.2% |
| Participant deferral / active EE | $1,557 | $3,752-58.5% | $4,738-67.1% | $4,125-62.3% |
| Admin fee / account holder | $1,398 | $6,840-79.6% | $8,948-84.4% | $5,651-75.3% |