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 | $43,808 | $61,774-29.1% | $97,226-54.9% | $80,856-45.8% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.7%+13.5pp | 67.6%+18.5pp |
| Annual return | 9.00% | -557.90%+566.9pp | 75.13%-66.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $352 | $1,837-80.8% | $2,729-87.1% | $2,755-87.2% |
| Participant deferral / active EE | $3,899 | $3,029+28.7% | $4,264-8.6% | $4,296-9.2% |
| Admin fee / account holder | $666 | $5,166-87.1% | $5,654-88.2% | $6,918-90.4% |