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 | $36,189 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 39.03% | 74.59%-35.6pp | 66.58%-27.5pp | 220.34%-181.3pp |
| Employer contribution / active EE | $760 | $4,804-84.2% | $4,554-83.3% | $4,156-81.7% |
| Participant deferral / active EE | $1,079 | $8,216-86.9% | $7,897-86.3% | $6,407-83.2% |
| Admin fee / account holder | $3,711 | $14,344-74.1% | $13,129-71.7% | $12,270-69.8% |