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 | $76,038 | $45,035+68.8% | $62,995+20.7% | $70,131+8.4% |
| Participation rate | 95.6% | 69.5%+26.0pp | 74.8%+20.7pp | 69.5%+26.0pp |
| Annual return | 9.49% | 18.76%-9.3pp | 87.57%-78.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $4,874 | $2,051+137.6% | $2,759+76.7% | $2,342+108.1% |
| Participant deferral / active EE | $665 | $2,465-73.0% | $3,329-80.0% | $3,332-80.0% |
| Admin fee / account holder | $10,430 | $2,834+268.0% | $3,600+189.7% | $4,645+124.5% |