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 6-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 | $22,822 | $146,267-84.4% | $197,124-88.4% | $82,448-72.3% |
| Participation rate | 76.6% | 84.0%-7.5pp | 86.7%-10.2pp | 68.1%+8.5pp |
| Annual return | 15.57% | 29.61%-14.0pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,702 | $7,035-33.2% | $9,135-48.5% | $4,139+13.6% |
| Admin fee / account holder | $1,375 | $14,422-90.5% | $16,298-91.6% | $7,234-81.0% |