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 7-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 | $52,813 | $123,793-57.3% | $177,821-70.3% | $79,858-33.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.88% | 22.82%-8.9pp | 48.32%-34.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $789 | $4,095-80.7% | $5,918-86.7% | $2,471-68.1% |
| Participant deferral / active EE | $1,705 | $5,956-71.4% | $7,714-77.9% | $3,740-54.4% |
| Admin fee / account holder | $393 | $7,243-94.6% | $12,427-96.8% | $5,306-92.6% |