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 8-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 | $21,601 | $99,957-78.4% | $149,696-85.6% | $73,488-70.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 27.21% | 53.87%-26.7pp | 276.60%-249.4pp | 28.51%-1.3pp |
| Employer contribution / active EE | $589 | $3,191-81.5% | $4,644-87.3% | $2,270-74.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $462 | $551-16.2% | $9,309-95.0% | $513-10.0% |