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 | $42,176 | $105,181-59.9% | $159,436-73.5% | $85,850-50.9% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.8%-6.7pp | 69.3%+6.8pp |
| Annual return | 18.34% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $620 | $3,318-81.3% | $4,829-87.2% | $2,565-75.8% |
| Participant deferral / active EE | $1,301 | $5,945-78.1% | $7,352-82.3% | $3,952-67.1% |
| Admin fee / account holder | $400 | $6,933-94.2% | $10,799-96.3% | $6,260-93.6% |