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 | $148,978-84.7% | $200,582-88.6% | $84,808-73.1% |
| Participation rate | 76.6% | 84.2%-7.7pp | 86.9%-10.3pp | 68.3%+8.3pp |
| Annual return | 15.57% | 28.16%-12.6pp | 42.33%-26.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,702 | $7,142-34.2% | $9,331-49.6% | $4,212+11.6% |
| Admin fee / account holder | $1,375 | $13,977-90.2% | $16,305-91.6% | $7,344-81.3% |