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 | $14,685 | $47,479-69.1% | $62,929-76.7% | $82,448-82.2% |
| Participation rate | 77.4% | 66.9%+10.6pp | 73.1%+4.3pp | 68.1%+9.4pp |
| Annual return | 13.19% | 20.34%-7.2pp | 1063.93%-1050.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $169 | $1,885-91.0% | $2,505-93.2% | $2,551-93.4% |
| Participant deferral / active EE | $401 | $2,870-86.0% | $3,888-89.7% | $4,139-90.3% |
| Admin fee / account holder | $649 | $3,804-82.9% | $5,065-87.2% | $7,234-91.0% |