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 | $94,642 | $109,881-13.9% | $150,045-36.9% | $84,808+11.6% |
| Participation rate | 77.8% | 76.1%+1.7pp | 82.3%-4.5pp | 68.3%+9.5pp |
| Annual return | 13.61% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $541 | $3,561-84.8% | $4,693-88.5% | $2,631-79.4% |
| Participant deferral / active EE | $5,411 | $6,636-18.5% | $7,997-32.3% | $4,212+28.5% |
| Admin fee / account holder | $4,483 | $8,568-47.7% | $13,435-66.6% | $7,344-39.0% |