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 | $54,084 | $117,381-53.9% | $99,443-45.6% | $152,861-64.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 3.30% | 31.87%-28.6pp | 30.72%-27.4pp | 345.32%-342.0pp |
| Employer contribution / active EE | $2,100 | $3,013-30.3% | $2,540-17.3% | $4,762-55.9% |
| Participant deferral / active EE | $74 | $4,086-98.2% | $3,619-98.0% | $5,850-98.7% |
| Admin fee / account holder | $2,073 | $7,631-72.8% | $6,250-66.8% | $11,596-82.1% |