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 | $133,249 | $297,529-55.2% | $246,525-45.9% | $357,791-62.8% |
| Participation rate | 89.5% | 86.5%+2.9pp | 82.0%+7.5pp | 85.6%+3.9pp |
| Annual return | 23.66% | -2.25%+25.9pp | 0.46%+23.2pp | 396.79%-373.1pp |
| Employer contribution / active EE | $3,605 | $8,709-58.6% | $7,467-51.7% | $7,508-52.0% |
| Participant deferral / active EE | $8,071 | $6,076+32.8% | $5,422+48.8% | $5,521+46.2% |
| Admin fee / account holder | $5,326 | $16,212-67.1% | $16,551-67.8% | $28,387-81.2% |