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 | $42,129 | $114,381-63.2% | $107,525-60.8% | $142,382-70.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 6.59% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $661 | $4,015-83.5% | $3,754-82.4% | $4,299-84.6% |
| Participant deferral / active EE | $3,078 | $5,564-44.7% | $5,116-39.8% | $6,507-52.7% |
| Admin fee / account holder | $908 | $9,860-90.8% | $8,919-89.8% | $12,624-92.8% |