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 9-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 | $94,935 | $124,281-23.6% | $109,143-13.0% | $167,490-43.3% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 8.50% | 26.04%-17.5pp | 25.75%-17.2pp | 478.56%-470.1pp |
| Employer contribution / active EE | $375 | $4,207-91.1% | $3,722-89.9% | $4,837-92.2% |
| Participant deferral / active EE | $939 | $5,255-82.1% | $4,653-79.8% | $6,341-85.2% |
| Admin fee / account holder | $18,153 | $7,970+127.8% | $6,752+168.9% | $12,309+47.5% |