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 | $31,815 | $78,422-59.4% | $95,952-66.8% | $79,858-60.2% |
| Participation rate | 80.4% | 73.5%+6.9pp | 77.1%+3.4pp | 69.6%+10.8pp |
| Annual return | 12.17% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $276 | $1,945-85.8% | $2,541-89.1% | $2,471-88.8% |
| Participant deferral / active EE | $1,173 | $3,440-65.9% | $4,167-71.9% | $3,740-68.6% |
| Admin fee / account holder | $1,174 | $5,622-79.1% | $6,795-82.7% | $5,306-77.9% |