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 | $5,224 | $65,685-92.0% | $57,179-90.9% | $273,961-98.1% |
| Participation rate | 76.2% | 78.3%-2.2pp | 75.3%+0.8pp | 83.0%-6.8pp |
| Annual return | 1.55% | 21.99%-20.4pp | 14.59%-13.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,561 | $3,782-32.3% | $3,096-17.3% | $5,287-51.6% |
| Admin fee / account holder | $362 | $4,835-92.5% | $3,139-88.5% | $10,132-96.4% |