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 | $20,646 | $72,492-71.5% | $87,100-76.3% | $72,985-71.7% |
| Participation rate | 74.0% | 72.8%+1.2pp | 76.9%-2.9pp | 69.5%+4.5pp |
| Annual return | 54.32% | 24.46%+29.9pp | 28.19%+26.1pp | 81.00%-26.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,516 | $3,270+160.5% | $4,049+110.3% | $3,607+136.1% |
| Admin fee / account holder | $2,012 | $5,055-60.2% | $7,497-73.2% | $5,124-60.7% |