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 | $135,495 | $148,534-8.8% | $135,903-0.3% | $139,434-2.8% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 6.89% | 79.19%-72.3pp | 68.23%-61.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $9,752 | $5,243+86.0% | $4,856+100.8% | $4,751+105.3% |
| Participant deferral / active EE | $202 | $8,100-97.5% | $7,758-97.4% | $6,710-97.0% |
| Admin fee / account holder | $929 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |