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.
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 | $47,955 | $85,766-44.1% | $136,294-64.8% | $70,131-31.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.99% | 31.45%-19.5pp | 5155.94%-5143.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $6,215 | $2,966+109.5% | $4,695+32.4% | $2,342+165.3% |
| Participant deferral / active EE | $1,074 | $5,051-78.7% | $6,247-82.8% | $3,332-67.8% |
| Admin fee / account holder | $4,278 | $5,420-21.1% | $9,243-53.7% | $4,645-7.9% |