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 | $53,081 | $62,586-15.2% | $76,768-30.9% | $64,186-17.3% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -8.69% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,179 | $3,145+64.7% | $3,852+34.5% | $3,470+49.3% |
| Admin fee / account holder | $3,010 | $4,667-35.5% | $6,675-54.9% | $4,888-38.4% |