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 3-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 | $4,230 | $81,460-94.8% | $103,333-95.9% | $80,856-94.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 27.37% | 25.55%+1.8pp | 24.88%+2.5pp | 35.59%-8.2pp |
| Employer contribution / active EE | $304 | $3,105-90.2% | $3,868-92.1% | $2,755-89.0% |
| Participant deferral / active EE | $2,616 | $3,869-32.4% | $5,057-48.3% | $4,296-39.1% |
| Admin fee / account holder | $490 | $6,566-92.5% | $8,355-94.1% | $6,918-92.9% |