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 | $25,360 | $76,552-66.9% | $123,892-79.5% | $62,891-59.7% |
| Participation rate | 93.9% | 73.0%+20.9pp | 81.4%+12.5pp | 69.3%+24.6pp |
| Annual return | 16.32% | 18.68%-2.4pp | 47.52%-31.2pp | 20.14%-3.8pp |
| Employer contribution / active EE | $204 | $2,883-92.9% | $4,617-95.6% | $2,281-91.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,135 | $4,826-76.5% | $8,357-86.4% | $4,296-73.6% |