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 | $9,256 | $112,729-91.8% | $98,716-90.6% | $137,256-93.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.21% | 38.48%-18.3pp | 31.81%-11.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $394 | $2,725-85.6% | $2,279-82.7% | $4,156-90.5% |
| Participant deferral / active EE | $1,743 | $4,640-62.4% | $4,048-56.9% | $6,407-72.8% |
| Admin fee / account holder | $512 | $10,129-94.9% | $8,703-94.1% | $12,270-95.8% |