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 | $21,732 | $110,257-80.3% | $96,544-77.5% | $139,434-84.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 76.0%+8.7pp | 80.3%+4.3pp |
| Annual return | 16.23% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $462 | $3,620-87.2% | $2,965-84.4% | $4,751-90.3% |
| Participant deferral / active EE | $595 | $5,548-89.3% | $4,851-87.7% | $6,710-91.1% |
| Admin fee / account holder | $317 | $11,591-97.3% | $8,252-96.2% | $11,403-97.2% |