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 | $245,934 | $297,529-17.3% | $246,525-0.2% | $357,791-31.3% |
| Participation rate | 81.8% | 86.5%-4.7pp | 82.0%-0.1pp | 85.6%-3.8pp |
| Annual return | 17.76% | -2.25%+20.0pp | 0.46%+17.3pp | 396.79%-379.0pp |
| Employer contribution / active EE | $563 | $8,709-93.5% | $7,467-92.5% | $7,508-92.5% |
| Participant deferral / active EE | $4,496 | $6,076-26.0% | $5,422-17.1% | $5,521-18.6% |
| Admin fee / account holder | $9,769 | $16,212-39.7% | $16,551-41.0% | $28,387-65.6% |