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.)
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 | $7,537 | $177,572-95.8% | $154,803-95.1% | $142,382-94.7% |
| Participation rate | 91.3% | 82.1%+9.2pp | 78.1%+13.2pp | 80.1%+11.2pp |
| Annual return | 16.18% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $844 | $4,810-82.4% | $4,305-80.4% | $4,299-80.4% |
| Participant deferral / active EE | $1,784 | $6,272-71.6% | $5,540-67.8% | $6,507-72.6% |
| Admin fee / account holder | $798 | $16,786-95.2% | $14,329-94.4% | $12,624-93.7% |