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 | $37,130 | $49,922-25.6% | $80,569-53.9% | $75,163-50.6% |
| Participation rate | 80.7% | 55.3%+25.4pp | 67.0%+13.7pp | 67.2%+13.5pp |
| Annual return | 12.34% | 34.69%-22.4pp | 935.43%-923.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $525 | $2,990-82.4% | $4,447-88.2% | $4,125-87.3% |
| Admin fee / account holder | $2,101 | $3,577-41.3% | $5,377-60.9% | $5,651-62.8% |