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 | $174,508 | $362,131-51.8% | $285,549-38.9% | $357,791-51.2% |
| Participation rate | 77.8% | 89.8%-12.1pp | 83.2%-5.4pp | 85.6%-7.8pp |
| Annual return | 14.87% | 5.08%+9.8pp | 7.15%+7.7pp | 396.79%-381.9pp |
| Employer contribution / active EE | $1,470 | $5,952-75.3% | $5,022-70.7% | $7,508-80.4% |
| Participant deferral / active EE | $2,265 | $5,478-58.7% | $4,549-50.2% | $5,521-59.0% |
| Admin fee / account holder | $4,177 | $16,774-75.1% | $13,934-70.0% | $28,387-85.3% |