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 | $16,121 | $85,202-81.1% | $172,739-90.7% | $72,985-77.9% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 15.89% | 27.32%-11.4pp | 802.84%-786.9pp | 81.00%-65.1pp |
| Employer contribution / active EE | $292 | $3,324-91.2% | $5,143-94.3% | $2,440-88.0% |
| Participant deferral / active EE | $1,820 | $3,260-44.2% | $5,198-65.0% | $3,607-49.5% |
| Admin fee / account holder | $498 | $5,884-91.5% | $13,954-96.4% | $5,124-90.3% |