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 | $97,496 | $89,753+8.6% | $107,525-9.3% | $84,808+15.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.48% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $6,326 | $3,113+103.2% | $3,754+68.5% | $2,631+140.4% |
| Participant deferral / active EE | $1,386 | $4,056-65.8% | $5,116-72.9% | $4,212-67.1% |
| Admin fee / account holder | $6,371 | $7,222-11.8% | $8,919-28.6% | $7,344-13.2% |