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 | $58,974 | $125,758-53.1% | $169,993-65.3% | $75,163-21.5% |
| Participation rate | 84.5% | 83.6%+0.9pp | 87.0%-2.5pp | 67.2%+17.3pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,829 | $4,615-60.4% | $6,785-73.1% | $2,670-31.5% |
| Participant deferral / active EE | $2,877 | $6,837-57.9% | $10,408-72.4% | $4,125-30.3% |
| Admin fee / account holder | $4,152 | $8,173-49.2% | $12,815-67.6% | $5,651-26.5% |