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 8-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 | $30,722 | $73,102-58.0% | $123,544-75.1% | $56,287-45.4% |
| Participation rate | 89.8% | 74.3%+15.5pp | 82.3%+7.5pp | 69.9%+20.0pp |
| Annual return | 27.49% | 3.01%+24.5pp | 119.20%-91.7pp | -9.96%+37.4pp |
| Employer contribution / active EE | $379 | $2,977-87.3% | $4,628-91.8% | $2,111-82.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $368 | $554-33.5% | $9,284-96.0% | $521-29.3% |