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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,132 | $177,572+9.9% | $154,803+26.1% | $142,382+37.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -53.72% | 65.07%-118.8pp | 58.88%-112.6pp | 217.08%-270.8pp |
| Employer contribution / active EE | $154 | $4,810-96.8% | $4,305-96.4% | $4,299-96.4% |
| Participant deferral / active EE | $231 | $6,272-96.3% | $5,540-95.8% | $6,507-96.5% |
| Admin fee / account holder | $384 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |