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 | $54,729 | $63,346-13.6% | $92,233-40.7% | $70,131-22.0% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 12.63% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $301 | $2,471-87.8% | $3,679-91.8% | $2,342-87.1% |
| Participant deferral / active EE | $1,087 | $2,854-61.9% | $3,897-72.1% | $3,332-67.4% |
| Admin fee / account holder | $621 | $3,840-83.8% | $5,194-88.0% | $4,645-86.6% |