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 | $8,074 | $103,376-92.2% | $87,100-90.7% | $152,861-94.7% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 14.33% | 28.10%-13.8pp | 28.19%-13.9pp | 345.32%-331.0pp |
| Employer contribution / active EE | $895 | $3,220-72.2% | $2,521-64.5% | $4,762-81.2% |
| Participant deferral / active EE | $496 | $4,778-89.6% | $4,049-87.7% | $5,850-91.5% |
| Admin fee / account holder | $309 | $12,205-97.5% | $7,497-95.9% | $11,596-97.3% |