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 4-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 | $6,708 | $109,413-93.9% | $156,263-95.7% | $84,808-92.1% |
| Participation rate | 88.6% | 72.7%+15.9pp | 78.9%+9.7pp | 68.3%+20.3pp |
| Annual return | 22.57% | 20.18%+2.4pp | 59.47%-36.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $637 | $2,907-78.1% | $4,333-85.3% | $2,631-75.8% |
| Participant deferral / active EE | $2,283 | $4,590-50.3% | $6,158-62.9% | $4,212-45.8% |
| Admin fee / account holder | $836 | $9,357-91.1% | $14,255-94.1% | $7,344-88.6% |