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 | $70,478 | $157,256-55.2% | $141,162-50.1% | $152,861-53.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 7.80% | 64.32%-56.5pp | 71.39%-63.6pp | 345.32%-337.5pp |
| Employer contribution / active EE | $655 | $5,261-87.6% | $4,735-86.2% | $4,762-86.3% |
| Participant deferral / active EE | $4,672 | $7,109-34.3% | $6,709-30.4% | $5,850-20.1% |
| Admin fee / account holder | $2,319 | $12,120-80.9% | $10,261-77.4% | $11,596-80.0% |