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 | $77,585 | $99,341-21.9% | $84,750-8.5% | $273,961-71.7% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 4.41% | 22.93%-18.5pp | 22.78%-18.4pp | 41.45%-37.0pp |
| Employer contribution / active EE | $242 | $4,214-94.3% | $3,574-93.2% | $4,869-95.0% |
| Participant deferral / active EE | $221 | $4,269-94.8% | $3,712-94.0% | $5,287-95.8% |
| Admin fee / account holder | $1,001 | $6,644-84.9% | $5,332-81.2% | $10,132-90.1% |