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 | $22,649 | $57,354-60.5% | $83,848-73.0% | $64,186-64.7% |
| Participation rate | 80.6% | 68.6%+12.0pp | 76.1%+4.5pp | 69.6%+11.1pp |
| Annual return | -7.79% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $184 | $2,545-92.8% | $3,631-94.9% | $2,381-92.3% |
| Participant deferral / active EE | $1,079 | $2,993-64.0% | $4,082-73.6% | $3,470-68.9% |
| Admin fee / account holder | $458 | $4,046-88.7% | $5,478-91.6% | $4,888-90.6% |