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 | $62,014 | $227,611-72.8% | $115,037-46.1% | - |
| Participation rate | 88.9% | 70.4%+18.5pp | 81.4%+7.5pp | - |
| Annual return | 5.61% | -2.26%+7.9pp | 26.14%-20.5pp | - |
| Employer contribution / active EE | $4,605 | $2,567+79.4% | $4,608-0.1% | - |
| Participant deferral / active EE | $6,425 | $4,583+40.2% | $6,026+6.6% | - |
| Admin fee / account holder | $3,869 | $24,340-84.1% | $8,175-52.7% | - |