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 | $79,586 | $78,672+1.2% | $109,143-27.1% | $85,850-7.3% |
| Participation rate | 73.8% | 68.3%+5.5pp | 75.9%-2.1pp | 69.3%+4.5pp |
| Annual return | 8.28% | 25.09%-16.8pp | 25.75%-17.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $500 | $2,735-81.7% | $3,722-86.6% | $2,565-80.5% |
| Participant deferral / active EE | $4,131 | $3,467+19.1% | $4,653-11.2% | $3,952+4.5% |
| Admin fee / account holder | $5,848 | $5,469+6.9% | $6,752-13.4% | $6,260-6.6% |