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 4-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 | $12,847 | $154,228-91.7% | $145,433-91.2% | $137,256-90.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.63% | 74.59%-62.0pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,322 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $1,677 | $8,216-79.6% | $7,897-78.8% | $6,407-73.8% |
| Admin fee / account holder | $1,805 | $14,344-87.4% | $13,129-86.3% | $12,270-85.3% |