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 | $67,422 | $73,933-8.8% | $96,683-30.3% | $75,163-10.3% |
| Participation rate | 91.2% | 66.4%+24.8pp | 74.3%+16.8pp | 67.2%+24.0pp |
| Annual return | 10.66% | 26.70%-16.0pp | 35.69%-25.0pp | 160.62%-150.0pp |
| Employer contribution / active EE | $515 | $2,928-82.4% | $3,737-86.2% | $2,670-80.7% |
| Participant deferral / active EE | $6,242 | $3,659+70.6% | $4,878+27.9% | $4,125+51.3% |
| Admin fee / account holder | $706 | $5,216-86.5% | $6,730-89.5% | $5,651-87.5% |