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 | $68,667 | $157,256-56.3% | $141,162-51.4% | $152,861-55.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.98% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $289 | $5,261-94.5% | $4,735-93.9% | $4,762-93.9% |
| Participant deferral / active EE | $289 | $7,109-95.9% | $6,709-95.7% | $5,850-95.1% |
| Admin fee / account holder | $458 | $12,120-96.2% | $10,261-95.5% | $11,596-96.1% |