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 9-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 | $18,549 | $214,378-91.3% | $200,582-90.8% | $142,382-87.0% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 13.13% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,522 | $6,841-77.8% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $2,361 | $9,865-76.1% | $9,331-74.7% | $6,507-63.7% |
| Admin fee / account holder | $313 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |