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 | $74,194 | $98,240-24.5% | $82,313-9.9% | $147,584-49.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.02% | 30.85%-16.8pp | 25.88%-11.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $340 | $3,192-89.3% | $2,428-86.0% | $4,876-93.0% |
| Participant deferral / active EE | $1,015 | $4,383-76.8% | $3,706-72.6% | $5,439-81.3% |
| Admin fee / account holder | $715 | $8,563-91.7% | $5,608-87.3% | $10,885-93.4% |