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 | $42,724 | $99,341-57.0% | $84,750-49.6% | $273,961-84.4% |
| Participation rate | 70.0% | 80.7%-10.7pp | 76.6%-6.6pp | 83.0%-13.0pp |
| Annual return | 3.96% | 22.93%-19.0pp | 22.78%-18.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $311 | $4,214-92.6% | $3,574-91.3% | $4,869-93.6% |
| Participant deferral / active EE | $965 | $4,269-77.4% | $3,712-74.0% | $5,287-81.7% |
| Admin fee / account holder | $697 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |