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 | $57,750 | $82,882-30.3% | $127,761-54.8% | $72,985-20.9% |
| Participation rate | 74.0% | 71.5%+2.5pp | 79.0%-5.0pp | 69.5%+4.5pp |
| Annual return | 16.29% | 32.20%-15.9pp | 26.14%-9.8pp | 81.00%-64.7pp |
| Employer contribution / active EE | $658 | $3,346-80.3% | $4,574-85.6% | $2,440-73.0% |
| Participant deferral / active EE | $2,634 | $4,791-45.0% | $6,021-56.3% | $3,607-27.0% |
| Admin fee / account holder | $1,892 | $6,487-70.8% | $9,395-79.9% | $5,124-63.1% |