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 8-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 | $10,306 | $65,365-84.2% | $92,893-88.9% | $72,985-85.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.73% | 42.10%-16.4pp | 109.41%-83.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $4,360 | $2,594+68.1% | $3,653+19.4% | $2,440+78.7% |
| Participant deferral / active EE | $1,006 | $3,128-67.9% | $4,236-76.3% | $3,607-72.1% |
| Admin fee / account holder | $821 | $4,251-80.7% | $5,794-85.8% | $5,124-84.0% |