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 | $52,594 | $99,633-47.2% | $183,328-71.3% | $82,448-36.2% |
| Participation rate | 75.4% | 70.8%+4.7pp | 77.3%-1.9pp | 68.1%+7.4pp |
| Annual return | 8.93% | 17.84%-8.9pp | 29.67%-20.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $542 | $3,256-83.4% | $5,055-89.3% | $2,551-78.8% |
| Participant deferral / active EE | $5,035 | $4,938+2.0% | $6,795-25.9% | $4,139+21.6% |
| Admin fee / account holder | $9,288 | $9,934-6.5% | $21,427-56.7% | $7,234+28.4% |