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 | $9,238 | $64,707-85.7% | $112,228-91.8% | $68,494-86.5% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -19.16% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,183 | $2,746-20.5% | $3,635-39.9% | $2,596-15.9% |
| Participant deferral / active EE | $1,350 | $3,565-62.1% | $4,728-71.4% | $4,027-66.5% |
| Admin fee / account holder | $361 | $5,232-93.1% | $6,410-94.4% | $5,403-93.3% |