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 | $17,355 | $89,753-80.7% | $107,525-83.9% | $84,808-79.5% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 15.97% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,429 | $4,056-15.5% | $5,116-33.0% | $4,212-18.6% |
| Admin fee / account holder | $1,328 | $7,222-81.6% | $8,919-85.1% | $7,344-81.9% |