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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,684 | $153,772-82.0% | $133,980-79.3% | $273,961-89.9% |
| Participation rate | 84.6% | 88.4%-3.7pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 2.51% | 36.51%-34.0pp | 29.30%-26.8pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,222 | $6,029-79.7% | $5,211-76.6% | $4,869-74.9% |
| Participant deferral / active EE | $5,404 | $6,958-22.3% | $6,282-14.0% | $5,287+2.2% |
| Admin fee / account holder | $3,129 | $11,765-73.4% | $9,324-66.4% | $10,132-69.1% |