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 3-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 | $34,508 | $201,272-82.9% | $184,203-81.3% | $145,922-76.4% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 7.90% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,458 | $7,022-65.0% | $6,427-61.8% | $4,660-47.2% |
| Participant deferral / active EE | $2,445 | $9,806-75.1% | $9,131-73.2% | $6,688-63.4% |
| Admin fee / account holder | $4,084 | $16,364-75.0% | $13,901-70.6% | $13,397-69.5% |