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 | $47,209 | $198,466-76.2% | $170,442-72.3% | $147,584-68.0% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 17.49% | 257.29%-239.8pp | 205.93%-188.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $832 | $6,184-86.5% | $5,433-84.7% | $4,876-82.9% |
| Participant deferral / active EE | $1,846 | $5,629-67.2% | $4,939-62.6% | $5,439-66.1% |
| Admin fee / account holder | $5,157 | $16,852-69.4% | $13,880-62.8% | $10,885-52.6% |