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 | $26,510 | $63,346-58.2% | $92,233-71.3% | $70,131-62.2% |
| Participation rate | 70.2% | 68.7%+1.5pp | 76.5%-6.3pp | 69.5%+0.6pp |
| Annual return | 12.08% | 530.12%-518.0pp | 176.28%-164.2pp | 73.14%-61.1pp |
| Employer contribution / active EE | $6,732 | $2,471+172.4% | $3,679+83.0% | $2,342+187.4% |
| Participant deferral / active EE | $926 | $2,854-67.6% | $3,897-76.2% | $3,332-72.2% |
| Admin fee / account holder | $2,498 | $3,840-35.0% | $5,194-51.9% | $4,645-46.2% |