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 | $194,697 | $177,572+9.6% | $154,803+25.8% | $142,382+36.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 9.45% | 65.07%-55.6pp | 58.88%-49.4pp | 217.08%-207.6pp |
| Employer contribution / active EE | $9,534 | $4,810+98.2% | $4,305+121.4% | $4,299+121.8% |
| Participant deferral / active EE | $4 | $6,272-99.9% | $5,540-99.9% | $6,507-99.9% |
| Admin fee / account holder | $15,337 | $16,786-8.6% | $14,329+7.0% | $12,624+21.5% |