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 9-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 | $37,354 | $167,484-77.7% | $151,611-75.4% | $134,475-72.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.5%+6.3pp | 81.2%+12.5pp |
| Annual return | -16.09% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.1pp |
| Employer contribution / active EE | $387 | $6,829-94.3% | $6,166-93.7% | $4,740-91.8% |
| Participant deferral / active EE | $1,208 | $8,986-86.6% | $8,363-85.6% | $6,400-81.1% |
| Admin fee / account holder | $7,680 | $13,783-44.3% | $11,616-33.9% | $11,426-32.8% |