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 | $81,089 | $112,881-28.2% | $90,951-10.8% | $158,922-49.0% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 10.61% | 215.79%-205.2pp | 134.60%-124.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $156 | $2,893-94.6% | $2,122-92.6% | $4,761-96.7% |
| Participant deferral / active EE | $976 | $4,128-76.3% | $3,373-71.1% | $5,982-83.7% |
| Admin fee / account holder | $3,444 | $8,041-57.2% | $5,959-42.2% | $11,246-69.4% |