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 | $239,003 | $209,411+14.1% | $178,490+33.9% | $158,922+50.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 33.99% | 188.75%-154.8pp | 151.07%-117.1pp | 302.83%-268.8pp |
| Employer contribution / active EE | $412 | $5,706-92.8% | $5,011-91.8% | $4,761-91.4% |
| Participant deferral / active EE | $420 | $5,954-92.9% | $5,202-91.9% | $5,982-93.0% |
| Admin fee / account holder | $1,321 | $17,074-92.3% | $13,984-90.6% | $11,246-88.2% |