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 | $46,899 | $183,963-74.5% | $162,163-71.1% | $152,861-69.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 15.13% | 150.76%-135.6pp | 115.59%-100.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $944 | $6,371-85.2% | $5,614-83.2% | $4,762-80.2% |
| Participant deferral / active EE | $2,284 | $8,034-71.6% | $7,298-68.7% | $5,850-61.0% |
| Admin fee / account holder | $568 | $13,121-95.7% | $10,843-94.8% | $11,596-95.1% |