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 4-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 | $9,288 | $111,535-91.7% | $105,223-91.2% | $137,256-93.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 20.40% | 237.85%-217.5pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $666 | $3,939-83.1% | $3,689-82.0% | $4,156-84.0% |
| Participant deferral / active EE | $1,275 | $5,500-76.8% | $5,072-74.9% | $6,407-80.1% |
| Admin fee / account holder | $1,545 | $9,721-84.1% | $8,859-82.6% | $12,270-87.4% |