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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,422 | $96,557-7.4% | $80,975+10.4% | $273,961-67.4% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | -3.32% | 15.14%-18.5pp | 17.10%-20.4pp | 41.45%-44.8pp |
| Employer contribution / active EE | $340 | $4,868-93.0% | $3,714-90.8% | $4,869-93.0% |
| Participant deferral / active EE | $1,361 | $6,598-79.4% | $5,696-76.1% | $5,287-74.3% |
| Admin fee / account holder | $487 | $7,492-93.5% | $5,516-91.2% | $10,132-95.2% |