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 10-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 | $11,288 | $60,124-81.2% | $90,404-87.5% | $79,858-85.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.38% | 71.94%-60.6pp | 1293.02%-1281.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $33 | $2,068-98.4% | $3,262-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $1,271 | $2,938-56.8% | $3,963-67.9% | $3,740-66.0% |
| Admin fee / account holder | $723 | $3,976-81.8% | $5,611-87.1% | $5,306-86.4% |