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 | $115,803 | $131,829-12.2% | $108,579+6.7% | $273,961-57.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 56.83% | -91.57%+148.4pp | -51.70%+108.5pp | 41.45%+15.4pp |
| Employer contribution / active EE | $741 | $4,912-84.9% | $3,758-80.3% | $4,869-84.8% |
| Participant deferral / active EE | $894 | $5,127-82.6% | $4,311-79.3% | $5,287-83.1% |
| Admin fee / account holder | $362,887 | $10,252+3439.7% | $7,645+4646.8% | $10,132+3481.6% |