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 | $89,577 | $162,781-45.0% | $133,956-33.1% | $158,922-43.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 13.77% | 41.94%-28.2pp | 45.09%-31.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $692 | $4,975-86.1% | $3,919-82.3% | $4,761-85.5% |
| Participant deferral / active EE | $1,454 | $5,911-75.4% | $5,048-71.2% | $5,982-75.7% |
| Admin fee / account holder | $1,831 | $11,736-84.4% | $8,927-79.5% | $11,246-83.7% |