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 | $50,912 | $109,413-53.5% | $156,263-67.4% | $84,808-40.0% |
| Participation rate | 86.0% | 72.7%+13.4pp | 78.9%+7.1pp | 68.3%+17.7pp |
| Annual return | 35.83% | 20.18%+15.6pp | 59.47%-23.6pp | 40.90%-5.1pp |
| Employer contribution / active EE | $752 | $2,907-74.1% | $4,333-82.7% | $2,631-71.4% |
| Participant deferral / active EE | $1,650 | $4,590-64.1% | $6,158-73.2% | $4,212-60.8% |
| Admin fee / account holder | $2,309 | $9,357-75.3% | $14,255-83.8% | $7,344-68.6% |