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 | $14,121 | $52,379-73.0% | $46,225-69.5% | $273,961-94.8% |
| Participation rate | 73.3% | 84.0%-10.6pp | 79.5%-6.2pp | 83.0%-9.7pp |
| Annual return | 6.79% | 7.23%-0.4pp | 7.57%-0.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,226-100.0% | $3,424-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $333 | $4,660-92.9% | $3,776-91.2% | $5,287-93.7% |
| Admin fee / account holder | $969 | $4,652-79.2% | $3,519-72.5% | $10,132-90.4% |