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 | $140,742 | $209,411-32.8% | $178,490-21.1% | $158,922-11.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.27% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $377 | $5,706-93.4% | $5,011-92.5% | $4,761-92.1% |
| Participant deferral / active EE | $411 | $5,954-93.1% | $5,202-92.1% | $5,982-93.1% |
| Admin fee / account holder | $498 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |