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 | $81,331 | $65,041+25.0% | $90,951-10.6% | $79,858+1.8% |
| Participation rate | 97.8% | 61.6%+36.2pp | 69.0%+28.8pp | 69.6%+28.1pp |
| Annual return | 10.10% | 30.45%-20.4pp | 134.60%-124.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $694 | $1,247-44.4% | $2,122-67.3% | $2,471-71.9% |
| Participant deferral / active EE | $581 | $2,512-76.9% | $3,373-82.8% | $3,740-84.5% |
| Admin fee / account holder | $700 | $4,536-84.6% | $5,959-88.2% | $5,306-86.8% |