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 | $15,318 | $53,018-71.1% | $70,014-78.1% | $62,891-75.6% |
| Participation rate | 72.2% | 67.2%+5.0pp | 71.8%+0.3pp | 69.3%+2.9pp |
| Annual return | 5.78% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $754 | $2,395-68.5% | $2,931-74.3% | $3,203-76.5% |
| Admin fee / account holder | $340 | $3,690-90.8% | $4,380-92.2% | $4,296-92.1% |