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 9-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 | $89,084 | $87,013+2.4% | $106,213-16.1% | $80,856+10.2% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | -0.56% | 17.05%-17.6pp | 116.14%-116.7pp | 35.59%-36.2pp |
| Employer contribution / active EE | $629 | $2,395-73.8% | $3,171-80.2% | $2,755-77.2% |
| Participant deferral / active EE | $849 | $3,986-78.7% | $5,016-83.1% | $4,296-80.2% |
| Admin fee / account holder | $1,473 | $8,431-82.5% | $11,033-86.7% | $6,918-78.7% |