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 | $44,675 | $72,277-38.2% | $101,248-55.9% | $79,858-44.1% |
| Participation rate | 78.9% | 68.5%+10.5pp | 75.8%+3.1pp | 69.6%+9.3pp |
| Annual return | 9.27% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $462 | $2,692-82.8% | $3,660-87.4% | $2,471-81.3% |
| Participant deferral / active EE | $3,564 | $3,282+8.6% | $4,370-18.4% | $3,740-4.7% |
| Admin fee / account holder | $1,457 | $4,400-66.9% | $5,945-75.5% | $5,306-72.5% |