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 7-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 | $10,794 | $80,812-86.6% | $160,784-93.3% | $82,448-86.9% |
| Participation rate | 86.5% | 66.2%+20.3pp | 77.0%+9.5pp | 68.1%+18.4pp |
| Annual return | 22.92% | 100.59%-77.7pp | 1803.92%-1781.0pp | 41.64%-18.7pp |
| Employer contribution / active EE | $689 | $2,174-68.3% | $3,733-81.5% | $2,551-73.0% |
| Participant deferral / active EE | $1,304 | $4,335-69.9% | $6,293-79.3% | $4,139-68.5% |
| Admin fee / account holder | $472 | $7,695-93.9% | $9,717-95.1% | $7,234-93.5% |