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 9-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 | $192,141 | $111,754+71.9% | $103,333+85.9% | $145,922+31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.91% | 24.77%-19.9pp | 24.88%-20.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $933 | $4,212-77.9% | $3,868-75.9% | $4,660-80.0% |
| Participant deferral / active EE | $1,270 | $5,619-77.4% | $5,057-74.9% | $6,688-81.0% |
| Admin fee / account holder | $678 | $9,750-93.0% | $8,355-91.9% | $13,397-94.9% |