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.
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 | $6,383 | $109,413-94.2% | $156,263-95.9% | $84,808-92.5% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 26.52% | 20.18%+6.3pp | 59.47%-32.9pp | 40.90%-14.4pp |
| Employer contribution / active EE | $1,347 | $2,907-53.6% | $4,333-68.9% | $2,631-48.8% |
| Participant deferral / active EE | $1,520 | $4,590-66.9% | $6,158-75.3% | $4,212-63.9% |
| Admin fee / account holder | $811 | $9,357-91.3% | $14,255-94.3% | $7,344-89.0% |