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 | $61,855 | $118,849-48.0% | $96,562-35.9% | $167,490-63.1% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.8%+25.2pp | 82.1%+12.9pp |
| Annual return | 10.32% | 50.49%-40.2pp | 37.78%-27.5pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $348 | $4,616-92.5% | $3,849-91.0% | $6,341-94.5% |
| Admin fee / account holder | $2,009 | $8,065-75.1% | $6,181-67.5% | $12,309-83.7% |