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 | $57,689 | $99,341-41.9% | $84,750-31.9% | $273,961-78.9% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.16% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $563 | $4,214-86.6% | $3,574-84.3% | $4,869-88.4% |
| Participant deferral / active EE | $618 | $4,269-85.5% | $3,712-83.4% | $5,287-88.3% |
| Admin fee / account holder | $1,479 | $6,644-77.7% | $5,332-72.3% | $10,132-85.4% |