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 | $36,681 | $140,588-73.9% | $123,104-70.2% | $125,391-70.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | 0.46% | 16.80%-16.3pp | 13.22%-12.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $602 | $6,041-90.0% | $5,151-88.3% | $4,866-87.6% |
| Participant deferral / active EE | $1,890 | $6,980-72.9% | $6,230-69.7% | $5,352-64.7% |
| Admin fee / account holder | $1,800 | $11,198-83.9% | $9,015-80.0% | $9,540-81.1% |