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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,484 | $103,376-57.9% | $87,100-50.1% | $152,861-71.6% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 1.98% | 28.10%-26.1pp | 28.19%-26.2pp | 345.32%-343.3pp |
| Employer contribution / active EE | $182 | $3,220-94.4% | $2,521-92.8% | $4,762-96.2% |
| Participant deferral / active EE | $792 | $4,778-83.4% | $4,049-80.4% | $5,850-86.5% |
| Admin fee / account holder | $8,166 | $12,205-33.1% | $7,497+8.9% | $11,596-29.6% |