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 3-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 | $206,016 | $209,336-1.6% | $197,124+4.5% | $137,256+50.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.05% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,312 | $6,591-80.1% | $6,227-78.9% | $4,156-68.4% |
| Participant deferral / active EE | $2,537 | $9,614-73.6% | $9,135-72.2% | $6,407-60.4% |
| Admin fee / account holder | $1,785 | $17,308-89.7% | $16,298-89.1% | $12,270-85.5% |