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.
Participant 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 | $47,878 | $83,477-42.6% | $125,175-61.8% | $72,985-34.4% |
| Participation rate | 81.3% | 73.3%+7.9pp | 79.8%+1.5pp | 69.5%+11.8pp |
| Annual return | -1.76% | 25.78%-27.5pp | 43.79%-45.5pp | 81.00%-82.8pp |
| Employer contribution / active EE | $3,601 | $2,345+53.5% | $3,865-6.8% | $2,440+47.6% |
| Participant deferral / active EE | $1,605 | $3,585-55.2% | $4,937-67.5% | $3,607-55.5% |
| Admin fee / account holder | $74,805 | $5,517+1255.8% | $9,702+671.0% | $5,124+1359.8% |