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 | $18,142 | $132,634-86.3% | $115,768-84.3% | $137,256-86.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 15.57% | 160.70%-145.1pp | 100.46%-84.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $168 | $3,360-95.0% | $2,940-94.3% | $4,156-96.0% |
| Participant deferral / active EE | $629 | $5,619-88.8% | $4,917-87.2% | $6,407-90.2% |
| Admin fee / account holder | $490 | $15,028-96.7% | $12,439-96.1% | $12,270-96.0% |