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 9-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 | $82,266 | $209,411-60.7% | $178,490-53.9% | $158,922-48.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.08% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,103 | $5,706-80.7% | $5,011-78.0% | $4,761-76.8% |
| Participant deferral / active EE | $1,408 | $5,954-76.4% | $5,202-72.9% | $5,982-76.5% |
| Admin fee / account holder | $1,515 | $17,074-91.1% | $13,984-89.2% | $11,246-86.5% |