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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,091 | $86,286-79.0% | $111,297-83.7% | $85,850-78.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 10.11% | 19.99%-9.9pp | 54.65%-44.5pp | 318.53%-308.4pp |
| Employer contribution / active EE | $475 | $2,043-76.8% | $2,731-82.6% | $2,565-81.5% |
| Participant deferral / active EE | $2,025 | $3,641-44.4% | $4,487-54.9% | $3,952-48.8% |
| Admin fee / account holder | $552 | $8,188-93.3% | $7,964-93.1% | $6,260-91.2% |