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 | $39,422 | $104,251-62.2% | $91,001-56.7% | $147,584-73.3% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | 12.23% | 27.06%-14.8pp | 4.60%+7.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $425 | $3,116-86.4% | $2,456-82.7% | $4,876-91.3% |
| Participant deferral / active EE | $525 | $4,195-87.5% | $3,547-85.2% | $5,439-90.4% |
| Admin fee / account holder | $746 | $8,948-91.7% | $5,417-86.2% | $10,885-93.1% |