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 | $32,979 | $81,248-59.4% | $155,509-78.8% | $80,856-59.2% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 7.35% | 33.31%-26.0pp | 64.67%-57.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $4,049 | $3,100+30.6% | $4,672-13.3% | $2,755+47.0% |
| Participant deferral / active EE | $671 | $3,452-80.6% | $5,626-88.1% | $4,296-84.4% |
| Admin fee / account holder | $1,625 | $7,997-79.7% | $15,912-89.8% | $6,918-76.5% |