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 | $100,285 | $99,652+0.6% | $78,778+27.3% | $147,584-32.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.35% | 47.28%-42.9pp | 35.62%-31.3pp | 578.55%-574.2pp |
| Employer contribution / active EE | $698 | $2,796-75.0% | $1,986-64.8% | $4,876-85.7% |
| Participant deferral / active EE | $499 | $3,664-86.4% | $2,958-83.1% | $5,439-90.8% |
| Admin fee / account holder | $1,317 | $7,155-81.6% | $5,134-74.4% | $10,885-87.9% |