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.
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 | $42,601 | $81,460-47.7% | $103,333-58.8% | $80,856-47.3% |
| Participation rate | 78.2% | 66.8%+11.3pp | 74.5%+3.7pp | 67.6%+10.5pp |
| Annual return | 8.96% | 25.55%-16.6pp | 24.88%-15.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $681 | $3,105-78.1% | $3,868-82.4% | $2,755-75.3% |
| Participant deferral / active EE | $2,515 | $3,869-35.0% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $3,856 | $6,566-41.3% | $8,355-53.8% | $6,918-44.3% |