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 | $37,684 | $58,208-35.3% | $81,812-53.9% | $80,856-53.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.10% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $5,233 | $2,340+123.6% | $2,912+79.7% | $2,755+90.0% |
| Participant deferral / active EE | $523 | $3,281-84.1% | $4,319-87.9% | $4,296-87.8% |
| Admin fee / account holder | $5,833 | $4,981+17.1% | $7,386-21.0% | $6,918-15.7% |