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 | $37,046 | $79,944-53.7% | $98,439-62.4% | $75,163-50.7% |
| Participation rate | 95.0% | 70.4%+24.6pp | 75.2%+19.8pp | 67.2%+27.8pp |
| Annual return | 14.39% | 19.75%-5.4pp | 21.16%-6.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $374 | $2,264-83.5% | $3,048-87.7% | $2,670-86.0% |
| Participant deferral / active EE | $1,184 | $3,752-68.5% | $4,738-75.0% | $4,125-71.3% |
| Admin fee / account holder | $1,883 | $6,840-72.5% | $8,948-79.0% | $5,651-66.7% |