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 7-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 | $47,007 | $109,359-57.0% | $162,163-71.0% | $72,985-35.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.34% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $833 | $3,907-78.7% | $5,614-85.2% | $2,440-65.9% |
| Participant deferral / active EE | $1,710 | $5,481-68.8% | $7,298-76.6% | $3,607-52.6% |
| Admin fee / account holder | $1,417 | $7,972-82.2% | $10,843-86.9% | $5,124-72.3% |