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 | $57,594 | $82,664-30.3% | $125,339-54.0% | $68,494-15.9% |
| Participation rate | 74.4% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -14.53% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $344 | $3,381-89.8% | $4,814-92.8% | $2,596-86.7% |
| Participant deferral / active EE | $2,390 | $6,110-60.9% | $7,446-67.9% | $4,027-40.6% |
| Admin fee / account holder | $4,348 | $6,275-30.7% | $10,010-56.6% | $5,403-19.5% |