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 | $30,601 | $136,307-77.5% | $106,619-71.3% | $273,961-88.8% |
| Participation rate | 70.0% | 84.8%-14.8pp | 78.0%-8.0pp | 83.0%-13.0pp |
| Annual return | 5.40% | 11.05%-5.7pp | 9.42%-4.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $728 | $5,190-86.0% | $3,947-81.6% | $4,869-85.0% |
| Participant deferral / active EE | $1,208 | $4,969-75.7% | $3,930-69.3% | $5,287-77.2% |
| Admin fee / account holder | $2,511 | $8,625-70.9% | $6,418-60.9% | $10,132-75.2% |