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 | $59,793 | $135,952-56.0% | $123,892-51.7% | $273,961-78.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.18% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $654 | $5,170-87.3% | $4,617-85.8% | $4,869-86.6% |
| Participant deferral / active EE | $1,350 | $6,343-78.7% | $5,984-77.4% | $5,287-74.5% |
| Admin fee / account holder | $1,634 | $9,817-83.4% | $8,357-80.4% | $10,132-83.9% |