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.
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 | $166,722 | $171,865-3.0% | $149,718+11.4% | $147,584+13.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.79% | 2113.22%-2106.4pp | 1501.63%-1494.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $4,451 | $6,275-29.1% | $5,445-18.2% | $4,876-8.7% |
| Participant deferral / active EE | $751 | $7,271-89.7% | $6,569-88.6% | $5,439-86.2% |
| Admin fee / account holder | $79,167 | $13,799+473.7% | $11,283+601.7% | $10,885+627.3% |