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 | $66,569 | $57,354+16.1% | $83,848-20.6% | $64,186+3.7% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | 45.84% | 11.38%+34.5pp | 850.88%-805.0pp | 7.63%+38.2pp |
| Employer contribution / active EE | $49 | $2,545-98.1% | $3,631-98.6% | $2,381-97.9% |
| Participant deferral / active EE | $1,146 | $2,993-61.7% | $4,082-71.9% | $3,470-67.0% |
| Admin fee / account holder | $4,243 | $4,046+4.9% | $5,478-22.6% | $4,888-13.2% |