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 9-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 | $33,187 | $115,770-71.3% | $101,248-67.2% | $158,922-79.1% |
| Participation rate | 86.4% | 79.4%+7.0pp | 75.8%+10.6pp | 82.0%+4.4pp |
| Annual return | 12.04% | 56.14%-44.1pp | 46.47%-34.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $329 | $4,175-92.1% | $3,660-91.0% | $4,761-93.1% |
| Participant deferral / active EE | $471 | $4,957-90.5% | $4,370-89.2% | $5,982-92.1% |
| Admin fee / account holder | $936 | $7,245-87.1% | $5,945-84.3% | $11,246-91.7% |