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 | $36,834 | $135,952-72.9% | $123,892-70.3% | $273,961-86.6% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 3.71% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $279 | $5,170-94.6% | $4,617-93.9% | $4,869-94.3% |
| Participant deferral / active EE | $14,248 | $6,343+124.6% | $5,984+138.1% | $5,287+169.5% |
| Admin fee / account holder | $16,858 | $9,817+71.7% | $8,357+101.7% | $10,132+66.4% |