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 | $19,625 | $77,899-74.8% | $149,673-86.9% | $75,163-73.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.93% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $376 | $3,137-88.0% | $4,818-92.2% | $2,670-85.9% |
| Participant deferral / active EE | $2,415 | $3,411-29.2% | $5,680-57.5% | $4,125-41.4% |
| Admin fee / account holder | $1,037 | $5,956-82.6% | $13,210-92.2% | $5,651-81.7% |