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 8-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 | $22,218 | $102,317-78.3% | $146,958-84.9% | $80,856-72.5% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 12.86% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,113 | $6,644-53.1% | $8,070-61.4% | $4,296-27.5% |
| Admin fee / account holder | $471 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |