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 | $177,992 | $94,625+88.1% | $116,228+53.1% | $84,808+109.9% |
| Participation rate | 70.4% | 70.4%-0.1pp | 74.6%-4.2pp | 68.3%+2.1pp |
| Annual return | 10.72% | 20.40%-9.7pp | 90.06%-79.3pp | 40.90%-30.2pp |
| Employer contribution / active EE | $192 | $2,347-91.8% | $2,994-93.6% | $2,631-92.7% |
| Participant deferral / active EE | $2,156 | $3,972-45.7% | $4,953-56.5% | $4,212-48.8% |
| Admin fee / account holder | $1,545 | $10,091-84.7% | $11,989-87.1% | $7,344-79.0% |