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 | $172,733 | $176,812-2.3% | $146,665+17.8% | $167,490+3.1% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 7.51% | 24.03%-16.5pp | 22.74%-15.2pp | 478.56%-471.1pp |
| Employer contribution / active EE | $650 | $5,160-87.4% | $4,136-84.3% | $4,837-86.6% |
| Participant deferral / active EE | $10,686 | $6,440+65.9% | $5,506+94.1% | $6,341+68.5% |
| Admin fee / account holder | $27,976 | $13,259+111.0% | $10,280+172.1% | $12,309+127.3% |