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 | $69,125 | $154,228-55.2% | $145,433-52.5% | $137,256-49.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $714 | $4,804-85.1% | $4,554-84.3% | $4,156-82.8% |
| Participant deferral / active EE | $2,311 | $8,216-71.9% | $7,897-70.7% | $6,407-63.9% |
| Admin fee / account holder | $513 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |