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 | $63,257 | $115,770-45.4% | $101,248-37.5% | $158,922-60.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.36% | 56.14%-32.8pp | 46.47%-23.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $702 | $4,175-83.2% | $3,660-80.8% | $4,761-85.3% |
| Participant deferral / active EE | $1,136 | $4,957-77.1% | $4,370-74.0% | $5,982-81.0% |
| Admin fee / account holder | $2,266 | $7,245-68.7% | $5,945-61.9% | $11,246-79.9% |