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 | $42,494 | $108,825-61.0% | $156,181-72.8% | $82,448-48.5% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 15.02% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $743 | $2,870-74.1% | $4,294-82.7% | $2,551-70.9% |
| Participant deferral / active EE | $1,895 | $4,577-58.6% | $6,132-69.1% | $4,139-54.2% |
| Admin fee / account holder | $1,565 | $9,341-83.2% | $14,586-89.3% | $7,234-78.4% |