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 | $230,544 | $297,529-22.5% | $246,525-6.5% | $357,791-35.6% |
| Participation rate | 88.9% | 86.5%+2.3pp | 82.0%+6.9pp | 85.6%+3.3pp |
| Annual return | 20.60% | -2.25%+22.9pp | 0.46%+20.1pp | 396.79%-376.2pp |
| Employer contribution / active EE | $2,652 | $8,709-69.5% | $7,467-64.5% | $7,508-64.7% |
| Participant deferral / active EE | $5,625 | $6,076-7.4% | $5,422+3.7% | $5,521+1.9% |
| Admin fee / account holder | $1,346 | $16,212-91.7% | $16,551-91.9% | $28,387-95.3% |