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 | $15,723 | $73,933-78.7% | $96,683-83.7% | $75,163-79.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 26.57% | 26.70%-0.1pp | 35.69%-9.1pp | 160.62%-134.0pp |
| Employer contribution / active EE | $2,899 | $2,928-1.0% | $3,737-22.4% | $2,670+8.6% |
| Participant deferral / active EE | $369 | $3,659-89.9% | $4,878-92.4% | $4,125-91.1% |
| Admin fee / account holder | $6,627 | $5,216+27.0% | $6,730-1.5% | $5,651+17.3% |