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 | $48,045 | $238,490-79.9% | $180,183-73.3% | $142,382-66.3% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 10.65% | 33.56%-22.9pp | 27.86%-17.2pp | 217.08%-206.4pp |
| Employer contribution / active EE | $608 | $6,143-90.1% | $5,039-87.9% | $4,299-85.9% |
| Participant deferral / active EE | $1,617 | $7,996-79.8% | $6,822-76.3% | $6,507-75.1% |
| Admin fee / account holder | $748 | $28,866-97.4% | $19,975-96.3% | $12,624-94.1% |