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.
Employer 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 | $65,263 | $71,883-9.2% | $86,677-24.7% | $68,494-4.7% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -20.93% | 3.52%-24.5pp | 35.91%-56.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $254 | $2,173-88.3% | $2,836-91.0% | $2,596-90.2% |
| Participant deferral / active EE | $3,759 | $3,779-0.5% | $4,656-19.3% | $4,027-6.7% |
| Admin fee / account holder | $4,616 | $6,112-24.5% | $7,493-38.4% | $5,403-14.6% |