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 | $41,162 | $102,828-60.0% | $105,387-60.9% | $152,861-73.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 14.87% | 20.85%-6.0pp | 26.82%-12.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $447 | $4,473-90.0% | $4,213-89.4% | $4,762-90.6% |
| Participant deferral / active EE | $1,181 | $5,465-78.4% | $5,502-78.5% | $5,850-79.8% |
| Admin fee / account holder | $2,023 | $8,683-76.7% | $6,559-69.2% | $11,596-82.6% |