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 3-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 | $2,978 | $73,787-96.0% | $98,716-97.0% | $82,448-96.4% |
| Participation rate | 73.1% | 61.4%+11.7pp | 69.3%+3.8pp | 68.1%+5.0pp |
| Annual return | 19.74% | 18.57%+1.2pp | 31.81%-12.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $506 | $1,511-66.5% | $2,279-77.8% | $2,551-80.1% |
| Participant deferral / active EE | $652 | $3,081-78.8% | $4,048-83.9% | $4,139-84.2% |
| Admin fee / account holder | $876 | $6,500-86.5% | $8,703-89.9% | $7,234-87.9% |