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 | $67,180 | $69,977-4.0% | $108,579-38.1% | $62,891+6.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 1.58% | 10.73%-9.2pp | -51.70%+53.3pp | 20.14%-18.6pp |
| Employer contribution / active EE | -$29 | $2,135-101.4% | $3,758-100.8% | $2,281-101.3% |
| Participant deferral / active EE | $3,935 | $3,165+24.3% | $4,311-8.7% | $3,203+22.9% |
| Admin fee / account holder | $1,220 | $5,076-76.0% | $7,645-84.0% | $4,296-71.6% |