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 | $140,019 | $165,984-15.6% | $164,813-15.0% | $145,922-4.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.64% | 100.03%-94.4pp | 69.93%-64.3pp | 561.29%-555.6pp |
| Employer contribution / active EE | $6,250 | $5,273+18.5% | $4,341+44.0% | $4,660+34.1% |
| Participant deferral / active EE | $621 | $6,959-91.1% | $6,031-89.7% | $6,688-90.7% |
| Admin fee / account holder | $7,058 | $16,648-57.6% | $12,690-44.4% | $13,397-47.3% |