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 | $51,615 | $116,175-55.6% | $93,606-44.9% | $152,861-66.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 26.12% | 35.96%-9.8pp | 32.76%-6.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $342 | $3,218-89.4% | $2,718-87.4% | $4,762-92.8% |
| Participant deferral / active EE | $660 | $4,603-85.7% | $4,069-83.8% | $5,850-88.7% |
| Admin fee / account holder | $724 | $10,748-93.3% | $7,888-90.8% | $11,596-93.8% |