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 | $91,371 | $198,466-54.0% | $170,442-46.4% | $147,584-38.1% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 13.05% | 257.29%-244.2pp | 205.93%-192.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,145 | $6,184-81.5% | $5,433-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $1,862 | $5,629-66.9% | $4,939-62.3% | $5,439-65.8% |
| Admin fee / account holder | $5,401 | $16,852-67.9% | $13,880-61.1% | $10,885-50.4% |