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 | $35,888 | $89,652-60.0% | $141,162-74.6% | $65,185-44.9% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.5%0pp | 70.2%+12.3pp |
| Annual return | 16.11% | 32.79%-16.7pp | 71.39%-55.3pp | 29.38%-13.3pp |
| Employer contribution / active EE | $948 | $3,065-69.1% | $4,735-80.0% | $2,177-56.4% |
| Participant deferral / active EE | $1,589 | $5,691-72.1% | $6,709-76.3% | $3,514-54.8% |
| Admin fee / account holder | $1,946 | $569+242.4% | $10,261-81.0% | $847+129.8% |