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 | $42,860 | $78,422-45.3% | $95,952-55.3% | $79,858-46.3% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 7.10% | 19.37%-12.3pp | 91.61%-84.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $216 | $1,945-88.9% | $2,541-91.5% | $2,471-91.2% |
| Participant deferral / active EE | $1,746 | $3,440-49.2% | $4,167-58.1% | $3,740-53.3% |
| Admin fee / account holder | $2,766 | $5,622-50.8% | $6,795-59.3% | $5,306-47.9% |