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 | $40,825 | $76,552-46.7% | $123,892-67.0% | $62,891-35.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.08% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,565 | $2,883-45.7% | $4,617-66.1% | $2,281-31.4% |
| Participant deferral / active EE | $778 | $4,840-83.9% | $5,984-87.0% | $3,203-75.7% |
| Admin fee / account holder | $2,243 | $4,826-53.5% | $8,357-73.2% | $4,296-47.8% |