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 | $28,538 | $228,332-87.5% | $185,823-84.6% | $158,922-82.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 19.58% | 40.80%-21.2pp | 35.95%-16.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $454 | $4,967-90.9% | $4,087-88.9% | $4,761-90.5% |
| Participant deferral / active EE | $1,095 | $6,415-82.9% | $5,632-80.6% | $5,982-81.7% |
| Admin fee / account holder | $428 | $11,864-96.4% | $9,500-95.5% | $11,246-96.2% |