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 | $38,247 | $86,286-55.7% | $111,297-65.6% | $85,850-55.4% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 11.83% | 19.99%-8.2pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $255 | $2,043-87.5% | $2,731-90.7% | $2,565-90.1% |
| Participant deferral / active EE | $1,066 | $3,641-70.7% | $4,487-76.2% | $3,952-73.0% |
| Admin fee / account holder | $1,050 | $8,188-87.2% | $7,964-86.8% | $6,260-83.2% |