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 | $11,515 | $85,202-86.5% | $172,739-93.3% | $72,985-84.2% |
| Participation rate | 89.9% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.4pp |
| Annual return | 19.70% | 27.32%-7.6pp | 802.84%-783.1pp | 81.00%-61.3pp |
| Employer contribution / active EE | $580 | $3,324-82.6% | $5,143-88.7% | $2,440-76.2% |
| Participant deferral / active EE | $696 | $3,260-78.7% | $5,198-86.6% | $3,607-80.7% |
| Admin fee / account holder | $1,626 | $5,884-72.4% | $13,954-88.3% | $5,124-68.3% |