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.
Participant 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 | $10,953 | $52,681-79.2% | $75,781-85.5% | $59,632-81.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.25% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $683 | $2,193-68.9% | $3,323-79.5% | $2,203-69.0% |
| Participant deferral / active EE | $762 | $2,591-70.6% | $3,651-79.1% | $3,192-76.1% |
| Admin fee / account holder | $665 | $3,610-81.6% | $5,299-87.4% | $4,297-84.5% |