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 | $54,209 | $138,347-60.8% | $184,203-70.6% | $80,856-33.0% |
| Participation rate | 75.9% | 83.9%-8.0pp | 86.8%-11.0pp | 67.6%+8.2pp |
| Annual return | 14.21% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,281 | $4,850-73.6% | $6,427-80.1% | $2,755-53.5% |
| Participant deferral / active EE | $2,492 | $7,071-64.8% | $9,131-72.7% | $4,296-42.0% |
| Admin fee / account holder | $3,770 | $10,483-64.0% | $13,901-72.9% | $6,918-45.5% |