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 | $35,797 | $74,927-52.2% | $101,794-64.8% | $84,808-57.8% |
| Participation rate | 88.9% | 61.4%+27.5pp | 69.2%+19.7pp | 68.3%+20.6pp |
| Annual return | 10.41% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $219 | $1,522-85.6% | $2,289-90.4% | $2,631-91.7% |
| Participant deferral / active EE | $3,839 | $3,099+23.9% | $4,084-6.0% | $4,212-8.8% |
| Admin fee / account holder | $1,916 | $6,514-70.6% | $8,777-78.2% | $7,344-73.9% |