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 | $34,488 | $73,867-53.3% | $143,757-76.0% | $68,494-49.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 1.27% | 1.01%+0.3pp | -0.04%+1.3pp | -7.84%+9.1pp |
| Employer contribution / active EE | $273 | $3,184-91.4% | $4,951-94.5% | $2,596-89.5% |
| Participant deferral / active EE | $559 | $3,384-83.5% | $5,637-90.1% | $4,027-86.1% |
| Admin fee / account holder | $1,506 | $5,755-73.8% | $14,673-89.7% | $5,403-72.1% |