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 | $23,068 | $95,803-75.9% | $113,168-79.6% | $84,808-72.8% |
| Participation rate | 83.2% | 72.9%+10.3pp | 76.6%+6.6pp | 68.3%+14.8pp |
| Annual return | 16.68% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $835 | $2,360-64.6% | $2,975-71.9% | $2,631-68.3% |
| Participant deferral / active EE | $1,834 | $4,242-56.8% | $5,107-64.1% | $4,212-56.4% |
| Admin fee / account holder | $566 | $8,989-93.7% | $12,068-95.3% | $7,344-92.3% |