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 | $37,537 | $111,724-66.4% | $93,606-59.9% | $145,922-74.3% |
| Participation rate | 73.9% | 74.2%-0.3pp | 68.7%+5.2pp | 80.3%-6.4pp |
| Annual return | 16.65% | 202.98%-186.3pp | 133.20%-116.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $196 | $3,090-93.7% | $2,420-91.9% | $4,660-95.8% |
| Participant deferral / active EE | $736 | $4,912-85.0% | $4,411-83.3% | $6,688-89.0% |
| Admin fee / account holder | $1,846 | $10,250-82.0% | $8,285-77.7% | $13,397-86.2% |