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 7-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 | $10,777 | $81,460-86.8% | $103,333-89.6% | $80,856-86.7% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 14.60% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,621 | $3,105-47.8% | $3,868-58.1% | $2,755-41.1% |
| Participant deferral / active EE | $795 | $3,869-79.5% | $5,057-84.3% | $4,296-81.5% |
| Admin fee / account holder | $1,864 | $6,566-71.6% | $8,355-77.7% | $6,918-73.1% |