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 | $48,246 | $159,901-69.8% | $146,958-67.2% | $145,922-66.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 9.61% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $42 | $5,286-99.2% | $4,933-99.2% | $4,660-99.1% |
| Participant deferral / active EE | $3,284 | $8,428-61.0% | $8,070-59.3% | $6,688-50.9% |
| Admin fee / account holder | $4,306 | $15,044-71.4% | $12,998-66.9% | $13,397-67.9% |