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 4-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 | $15,420 | $177,572-91.3% | $154,803-90.0% | $142,382-89.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 95.26% | 65.07%+30.2pp | 58.88%+36.4pp | 217.08%-121.8pp |
| Employer contribution / active EE | $661 | $4,810-86.3% | $4,305-84.6% | $4,299-84.6% |
| Participant deferral / active EE | $866 | $6,272-86.2% | $5,540-84.4% | $6,507-86.7% |
| Admin fee / account holder | $789 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |