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 | $28,176 | $72,277-61.0% | $101,248-72.2% | $79,858-64.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 26.03% | 22.30%+3.7pp | 46.47%-20.4pp | 31.71%-5.7pp |
| Employer contribution / active EE | $150 | $2,692-94.4% | $3,660-95.9% | $2,471-93.9% |
| Participant deferral / active EE | $929 | $3,282-71.7% | $4,370-78.7% | $3,740-75.2% |
| Admin fee / account holder | $801 | $4,400-81.8% | $5,945-86.5% | $5,306-84.9% |