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 6-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 | $25,524 | $95,803-73.4% | $113,168-77.4% | $84,808-69.9% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 14.45% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $789 | $2,360-66.6% | $2,975-73.5% | $2,631-70.0% |
| Participant deferral / active EE | $1,461 | $4,242-65.6% | $5,107-71.4% | $4,212-65.3% |
| Admin fee / account holder | $5,540 | $8,989-38.4% | $12,068-54.1% | $7,344-24.6% |