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 | $70,204 | $60,022+17.0% | $88,946-21.1% | $84,808-17.2% |
| Participation rate | 81.8% | 57.8%+24.0pp | 68.8%+13.0pp | 68.3%+13.5pp |
| Annual return | 11.48% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,281 | $1,703+34.0% | $2,555-10.7% | $2,631-13.3% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,088 | $4,811-77.4% | $8,261-86.8% | $7,344-85.2% |