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 | $25,970 | $72,492-64.2% | $87,100-70.2% | $72,985-64.4% |
| Participation rate | 73.2% | 72.8%+0.4pp | 76.9%-3.7pp | 69.5%+3.7pp |
| Annual return | 17.98% | 24.46%-6.5pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $245 | $1,894-87.1% | $2,521-90.3% | $2,440-90.0% |
| Participant deferral / active EE | $1,449 | $3,270-55.7% | $4,049-64.2% | $3,607-59.8% |
| Admin fee / account holder | $1,409 | $5,055-72.1% | $7,497-81.2% | $5,124-72.5% |