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 | $26,240 | $56,897-53.9% | $84,750-69.0% | $62,891-58.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 13.40% | 6.30%+7.1pp | 22.78%-9.4pp | 20.14%-6.7pp |
| Employer contribution / active EE | $39 | $2,400-98.4% | $3,574-98.9% | $2,281-98.3% |
| Participant deferral / active EE | $158 | $2,709-94.2% | $3,712-95.7% | $3,203-95.1% |
| Admin fee / account holder | $349 | $3,581-90.2% | $5,332-93.4% | $4,296-91.9% |