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 | $90,838 | $65,561+38.6% | $86,188+5.4% | $75,163+20.9% |
| Participation rate | 98.2% | 60.5%+37.7pp | 69.0%+29.2pp | 67.2%+31.0pp |
| Annual return | 4.69% | 46.05%-41.4pp | 1168.45%-1163.8pp | 160.62%-155.9pp |
| Employer contribution / active EE | $7,273 | $1,553+368.4% | $2,380+205.6% | $2,670+172.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,440 | $5,474-73.7% | $6,852-79.0% | $5,651-74.5% |