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 | $151,709 | $124,425+21.9% | $112,040+35.4% | $137,256+10.5% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 11.58% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $414 | $3,411-87.9% | $2,954-86.0% | $4,156-90.0% |
| Participant deferral / active EE | $1,188 | $5,718-79.2% | $5,098-76.7% | $6,407-81.5% |
| Admin fee / account holder | $11,303 | $15,207-25.7% | $12,098-6.6% | $12,270-7.9% |