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 | $102,672 | $167,307-38.6% | $143,757-28.6% | $134,475-23.7% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -10.58% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $875 | $5,619-84.4% | $4,951-82.3% | $4,740-81.5% |
| Participant deferral / active EE | $975 | $6,446-84.9% | $5,637-82.7% | $6,400-84.8% |
| Admin fee / account holder | $5,847 | $18,088-67.7% | $14,673-60.2% | $11,426-48.8% |