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 | $4,637 | $60,892-92.4% | $82,389-94.4% | $84,808-94.5% |
| Participation rate | 70.8% | 63.3%+7.5pp | 69.5%+1.2pp | 68.3%+2.5pp |
| Annual return | 26.81% | 37.29%-10.5pp | 28.67%-1.9pp | 40.90%-14.1pp |
| Employer contribution / active EE | $317 | $1,779-82.2% | $2,517-87.4% | $2,631-87.9% |
| Participant deferral / active EE | $1,798 | $3,179-43.4% | $4,155-56.7% | $4,212-57.3% |
| Admin fee / account holder | $839 | $5,467-84.7% | $7,231-88.4% | $7,344-88.6% |