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 | $11,158 | $65,365-82.9% | $92,893-88.0% | $72,985-84.7% |
| Participation rate | 74.6% | 68.3%+6.3pp | 76.0%-1.4pp | 69.5%+5.1pp |
| Annual return | 19.00% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,685 | $2,594+3.5% | $3,653-26.5% | $2,440+10.1% |
| Participant deferral / active EE | $442 | $3,128-85.9% | $4,236-89.6% | $3,607-87.8% |
| Admin fee / account holder | $1,585 | $4,251-62.7% | $5,794-72.6% | $5,124-69.1% |