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 | $110,060 | $176,812-37.8% | $146,665-25.0% | $167,490-34.3% |
| Participation rate | 73.7% | 83.6%-9.9pp | 80.1%-6.4pp | 82.1%-8.4pp |
| Annual return | 11.88% | 24.03%-12.2pp | 22.74%-10.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $872 | $5,160-83.1% | $4,136-78.9% | $4,837-82.0% |
| Participant deferral / active EE | $1,857 | $6,440-71.2% | $5,506-66.3% | $6,341-70.7% |
| Admin fee / account holder | $2,670 | $13,259-79.9% | $10,280-74.0% | $12,309-78.3% |