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 | $21,561 | $65,365-67.0% | $92,893-76.8% | $72,985-70.5% |
| Participation rate | 79.3% | 68.3%+11.0pp | 76.0%+3.3pp | 69.5%+9.8pp |
| Annual return | 11.92% | 42.10%-30.2pp | 109.41%-97.5pp | 81.00%-69.1pp |
| Employer contribution / active EE | $800 | $2,594-69.2% | $3,653-78.1% | $2,440-67.2% |
| Participant deferral / active EE | $1,116 | $3,128-64.3% | $4,236-73.6% | $3,607-69.1% |
| Admin fee / account holder | $586 | $4,251-86.2% | $5,794-89.9% | $5,124-88.6% |