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 | $68,969 | $183,519-62.4% | $155,509-55.6% | $145,922-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,652 | $5,313-31.3% | $4,672-21.8% | $4,660-21.6% |
| Participant deferral / active EE | $353 | $6,462-94.5% | $5,626-93.7% | $6,688-94.7% |
| Admin fee / account holder | $2,270 | $19,313-88.2% | $15,912-85.7% | $13,397-83.1% |