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 6-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 | $10,066 | $95,803-89.5% | $113,168-91.1% | $84,808-88.1% |
| Participation rate | 92.6% | 72.9%+19.7pp | 76.6%+16.0pp | 68.3%+24.3pp |
| Annual return | 14.74% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,162 | $2,360-50.8% | $2,975-61.0% | $2,631-55.9% |
| Participant deferral / active EE | $1,404 | $4,242-66.9% | $5,107-72.5% | $4,212-66.7% |
| Admin fee / account holder | $1,926 | $8,989-78.6% | $12,068-84.0% | $7,344-73.8% |