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 | $83,244 | $86,286-3.5% | $111,297-25.2% | $85,850-3.0% |
| Participation rate | 74.1% | 73.3%+0.7pp | 77.3%-3.2pp | 69.3%+4.8pp |
| Annual return | 17.73% | 19.99%-2.3pp | 54.65%-36.9pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2 | $2,043-99.9% | $2,731-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $1,102 | $3,641-69.7% | $4,487-75.5% | $3,952-72.1% |
| Admin fee / account holder | $2,448 | $8,188-70.1% | $7,964-69.3% | $6,260-60.9% |