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 9-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 | $19,858 | $79,944-75.2% | $98,439-79.8% | $75,163-73.6% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.2%+22.5pp | 67.2%+30.5pp |
| Annual return | 19.52% | 19.75%-0.2pp | 21.16%-1.6pp | 160.62%-141.1pp |
| Employer contribution / active EE | $551 | $2,264-75.7% | $3,048-81.9% | $2,670-79.4% |
| Participant deferral / active EE | $4,922 | $3,752+31.2% | $4,738+3.9% | $4,125+19.3% |
| Admin fee / account holder | $821 | $6,840-88.0% | $8,948-90.8% | $5,651-85.5% |