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 | $60,725 | $181,894-66.6% | $156,549-61.2% | $273,961-77.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 11.59% | 30.74%-19.2pp | 32.23%-20.6pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,136 | $6,248-81.8% | $5,501-79.4% | $4,869-76.7% |
| Participant deferral / active EE | $1,856 | $5,550-66.6% | $4,871-61.9% | $5,287-64.9% |
| Admin fee / account holder | $1,703 | $15,559-89.1% | $13,027-86.9% | $10,132-83.2% |