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 | $49,427 | $95,803-48.4% | $113,168-56.3% | $84,808-41.7% |
| Participation rate | 97.0% | 72.9%+24.1pp | 76.6%+20.4pp | 68.3%+28.7pp |
| Annual return | 16.56% | 25.00%-8.4pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $291 | $2,360-87.7% | $2,975-90.2% | $2,631-88.9% |
| Participant deferral / active EE | $1,783 | $4,242-58.0% | $5,107-65.1% | $4,212-57.7% |
| Admin fee / account holder | $1,915 | $8,989-78.7% | $12,068-84.1% | $7,344-73.9% |