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 | $9,801 | $62,586-84.3% | $76,768-87.2% | $64,186-84.7% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | 436.40% | -1.95%+438.3pp | 2.43%+434.0pp | 7.63%+428.8pp |
| Employer contribution / active EE | $121 | $1,832-93.4% | $2,485-95.1% | $2,381-94.9% |
| Participant deferral / active EE | $1,482 | $3,145-52.9% | $3,852-61.5% | $3,470-57.3% |
| Admin fee / account holder | $719 | $4,667-84.6% | $6,675-89.2% | $4,888-85.3% |