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 | $13,286 | $89,753-85.2% | $107,525-87.6% | $84,808-84.3% |
| Participation rate | 72.3% | 68.1%+4.3pp | 75.1%-2.7pp | 68.3%+4.0pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $871 | $3,113-72.0% | $3,754-76.8% | $2,631-66.9% |
| Participant deferral / active EE | $1,110 | $4,056-72.6% | $5,116-78.3% | $4,212-73.6% |
| Admin fee / account holder | $2,882 | $7,222-60.1% | $8,919-67.7% | $7,344-60.8% |