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 | $106,417 | $101,724+4.6% | $164,813-35.4% | $80,856+31.6% |
| Participation rate | 76.0% | 71.8%+4.2pp | 78.6%-2.6pp | 67.6%+8.4pp |
| Annual return | 10.55% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.0pp |
| Employer contribution / active EE | $290 | $2,953-90.2% | $4,341-93.3% | $2,755-89.5% |
| Participant deferral / active EE | $5,056 | $4,477+12.9% | $6,031-16.2% | $4,296+17.7% |
| Admin fee / account holder | $1,688 | $8,227-79.5% | $12,690-86.7% | $6,918-75.6% |