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 | $102,772 | $109,881-6.5% | $150,045-31.5% | $84,808+21.2% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 13.18% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $632 | $3,561-82.2% | $4,693-86.5% | $2,631-76.0% |
| Participant deferral / active EE | $6,332 | $6,636-4.6% | $7,997-20.8% | $4,212+50.4% |
| Admin fee / account holder | $11,523 | $8,568+34.5% | $13,435-14.2% | $7,344+56.9% |