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 4-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.
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 | $41,488 | $87,841-52.8% | $133,980-69.0% | $62,891-34.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.17% | 12.05%-7.9pp | 29.30%-25.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,618 | $3,483-53.6% | $5,211-69.0% | $2,281-29.1% |
| Participant deferral / active EE | $2,215 | $4,812-54.0% | $6,282-64.7% | $3,203-30.8% |
| Admin fee / account holder | $3,899 | $5,371-27.4% | $9,324-58.2% | $4,296-9.2% |