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 | $73,043 | $83,477-12.5% | $125,175-41.6% | $72,985+0.1% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.5%+28.4pp |
| Annual return | 2.37% | 25.78%-23.4pp | 43.79%-41.4pp | 81.00%-78.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,180 | $3,585+44.5% | $4,937+4.9% | $3,607+43.6% |
| Admin fee / account holder | $1,783 | $5,517-67.7% | $9,702-81.6% | $5,124-65.2% |