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 | $55,821 | $64,707-13.7% | $112,228-50.3% | $68,494-18.5% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | 32.90% | -11.40%+44.3pp | 27.45%+5.4pp | -7.84%+40.7pp |
| Employer contribution / active EE | $538 | $2,746-80.4% | $3,635-85.2% | $2,596-79.3% |
| Participant deferral / active EE | $1,245 | $3,565-65.1% | $4,728-73.7% | $4,027-69.1% |
| Admin fee / account holder | $881 | $5,232-83.2% | $6,410-86.3% | $5,403-83.7% |