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 | $95,228 | $124,281-23.4% | $109,143-12.7% | $167,490-43.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 5.36% | 26.04%-20.7pp | 25.75%-20.4pp | 478.56%-473.2pp |
| Employer contribution / active EE | $447 | $4,207-89.4% | $3,722-88.0% | $4,837-90.8% |
| Participant deferral / active EE | $1,984 | $5,255-62.3% | $4,653-57.4% | $6,341-68.7% |
| Admin fee / account holder | $5,673 | $7,970-28.8% | $6,752-16.0% | $12,309-53.9% |