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 | $70,556 | $150,440-53.1% | $136,294-48.2% | $147,584-52.2% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 37.87% | 1049.08%-1011.2pp | 5155.94%-5118.1pp | 578.55%-540.7pp |
| Employer contribution / active EE | $797 | $5,256-84.8% | $4,695-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $1,403 | $6,630-78.8% | $6,247-77.5% | $5,439-74.2% |
| Admin fee / account holder | $51,533 | $10,905+372.6% | $9,243+457.5% | $10,885+373.4% |