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 7-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 | $114,074 | $183,963-38.0% | $162,163-29.7% | $152,861-25.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.03% | 150.76%-132.7pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,139 | $6,371-82.1% | $5,614-79.7% | $4,762-76.1% |
| Participant deferral / active EE | $2,285 | $8,034-71.6% | $7,298-68.7% | $5,850-60.9% |
| Admin fee / account holder | $6,473 | $13,121-50.7% | $10,843-40.3% | $11,596-44.2% |