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 | $3,069 | $98,652-96.9% | $142,942-97.9% | $82,448-96.3% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.8%-1.1pp | 68.1%+7.7pp |
| Annual return | 19.57% | 22.65%-3.1pp | 113.70%-94.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,001 | $5,580-82.1% | $7,128-86.0% | $4,139-75.8% |
| Admin fee / account holder | $319 | $8,078-96.1% | $12,475-97.4% | $7,234-95.6% |