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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,675 | $105,998+16.7% | $92,233+34.1% | $147,584-16.2% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 4.55% | 50.05%-45.5pp | 176.28%-171.7pp | 578.55%-574.0pp |
| Employer contribution / active EE | $369 | $4,333-91.5% | $3,679-90.0% | $4,876-92.4% |
| Participant deferral / active EE | $628 | $4,478-86.0% | $3,897-83.9% | $5,439-88.5% |
| Admin fee / account holder | $2,337 | $6,332-63.1% | $5,194-55.0% | $10,885-78.5% |