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 | $6,315 | $85,766-92.6% | $136,294-95.4% | $70,131-91.0% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 27.71% | 31.45%-3.7pp | 5155.94%-5128.2pp | 73.14%-45.4pp |
| Employer contribution / active EE | $1,222 | $2,966-58.8% | $4,695-74.0% | $2,342-47.8% |
| Participant deferral / active EE | $2,012 | $5,051-60.2% | $6,247-67.8% | $3,332-39.6% |
| Admin fee / account holder | $445 | $5,420-91.8% | $9,243-95.2% | $4,645-90.4% |