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 | $93,118 | $140,940-33.9% | $112,229-17.0% | $139,434-33.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.32% | 32.71%-26.4pp | 30.20%-23.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $817 | $4,283-80.9% | $3,430-76.2% | $4,751-82.8% |
| Participant deferral / active EE | $817 | $5,874-86.1% | $4,798-83.0% | $6,710-87.8% |
| Admin fee / account holder | $1,528 | $9,954-84.6% | $7,748-80.3% | $11,403-86.6% |