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 9-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 | $176,929 | $70,756+150.1% | $65,493+170.1% | $142,382+24.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.63% | 1754.89%-1745.3pp | 982.45%-972.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $48,907 | $2,881+1597.8% | $2,574+1799.9% | $4,299+1037.6% |
| Participant deferral / active EE | -$2,589 | $4,637-155.8% | $3,961-165.3% | $6,507-139.8% |
| Admin fee / account holder | $26,488 | $6,559+303.8% | $5,028+426.8% | $12,624+109.8% |