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 5-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 | $18,220 | $102,317-82.2% | $146,958-87.6% | $80,856-77.5% |
| Participation rate | 83.9% | 75.8%+8.0pp | 82.2%+1.7pp | 67.6%+16.2pp |
| Annual return | 17.04% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $780 | $3,713-79.0% | $4,933-84.2% | $2,755-71.7% |
| Participant deferral / active EE | $3,472 | $6,644-47.7% | $8,070-57.0% | $4,296-19.2% |
| Admin fee / account holder | $1,663 | $7,941-79.1% | $12,998-87.2% | $6,918-76.0% |