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 | $62,106 | $202,318-69.3% | $172,739-64.0% | $152,861-59.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 13.54% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $982 | $5,856-83.2% | $5,143-80.9% | $4,762-79.4% |
| Participant deferral / active EE | $2,056 | $5,948-65.4% | $5,198-60.4% | $5,850-64.9% |
| Admin fee / account holder | $528 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |