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 | $54,474 | $102,317-46.8% | $146,958-62.9% | $80,856-32.6% |
| Participation rate | 90.8% | 75.8%+14.9pp | 82.2%+8.6pp | 67.6%+23.1pp |
| Annual return | 19.19% | 134.76%-115.6pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $656 | $3,713-82.3% | $4,933-86.7% | $2,755-76.2% |
| Participant deferral / active EE | $2,211 | $6,644-66.7% | $8,070-72.6% | $4,296-48.5% |
| Admin fee / account holder | $5,451 | $7,941-31.4% | $12,998-58.1% | $6,918-21.2% |