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 | $32,911 | $94,625-65.2% | $116,228-71.7% | $84,808-61.2% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.6%+8.0pp | 68.3%+14.2pp |
| Annual return | 14.60% | 20.40%-5.8pp | 90.06%-75.5pp | 40.90%-26.3pp |
| Employer contribution / active EE | $635 | $2,347-72.9% | $2,994-78.8% | $2,631-75.9% |
| Participant deferral / active EE | $1,468 | $3,972-63.0% | $4,953-70.4% | $4,212-65.2% |
| Admin fee / account holder | $5,663 | $10,091-43.9% | $11,989-52.8% | $7,344-22.9% |