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 | $19,148 | $70,475-72.8% | $100,516-81.0% | $79,858-76.0% |
| Participation rate | 98.6% | 73.7%+24.9pp | 79.4%+19.2pp | 69.6%+29.0pp |
| Annual return | 30.60% | 21.90%+8.7pp | 30.89%-0.3pp | 31.71%-1.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,162 | $5,181+96.1% | $6,270+62.1% | $3,740+171.7% |
| Admin fee / account holder | $1,336 | $4,478-70.2% | $8,081-83.5% | $5,306-74.8% |