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 | $44,109 | $105,859-58.3% | $90,160-51.1% | $147,584-70.1% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 16.98% | 37.63%-20.6pp | 34.88%-17.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $202 | $4,126-95.1% | $3,318-93.9% | $4,876-95.9% |
| Participant deferral / active EE | $1,464 | $5,733-74.5% | $5,288-72.3% | $5,439-73.1% |
| Admin fee / account holder | $6,056 | $8,046-24.7% | $5,943+1.9% | $10,885-44.4% |