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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,811 | $144,119-26.6% | $117,854-10.2% | $147,584-28.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 6.88% | 531.15%-524.3pp | 335.08%-328.2pp | 578.55%-571.7pp |
| Employer contribution / active EE | $412 | $4,896-91.6% | $3,786-89.1% | $4,876-91.5% |
| Participant deferral / active EE | $970 | $5,316-81.7% | $4,482-78.3% | $5,439-82.2% |
| Admin fee / account holder | $1,811 | $10,886-83.4% | $8,020-77.4% | $10,885-83.4% |