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 | $42,088 | $76,552-45.0% | $123,892-66.0% | $62,891-33.1% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $56 | $2,883-98.1% | $4,617-98.8% | $2,281-97.6% |
| Participant deferral / active EE | $1,380 | $4,840-71.5% | $5,984-76.9% | $3,203-56.9% |
| Admin fee / account holder | $5,184 | $4,826+7.4% | $8,357-38.0% | $4,296+20.7% |