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 8-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 | $44,926 | $78,672-42.9% | $109,143-58.8% | $85,850-47.7% |
| Participation rate | 77.1% | 68.3%+8.8pp | 75.9%+1.2pp | 69.3%+7.8pp |
| Annual return | 13.88% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $566 | $2,735-79.3% | $3,722-84.8% | $2,565-77.9% |
| Participant deferral / active EE | $1,219 | $3,467-64.9% | $4,653-73.8% | $3,952-69.2% |
| Admin fee / account holder | $550 | $5,469-89.9% | $6,752-91.9% | $6,260-91.2% |