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 | $60,525 | $150,440-59.8% | $136,294-55.6% | $147,584-59.0% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 5.63% | 1049.08%-1043.4pp | 5155.94%-5150.3pp | 578.55%-572.9pp |
| Employer contribution / active EE | $174 | $5,256-96.7% | $4,695-96.3% | $4,876-96.4% |
| Participant deferral / active EE | $3,565 | $6,630-46.2% | $6,247-42.9% | $5,439-34.4% |
| Admin fee / account holder | $509 | $10,905-95.3% | $9,243-94.5% | $10,885-95.3% |