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 | $19,706 | $132,239-85.1% | $105,722-81.4% | $273,961-92.8% |
| Participation rate | 70.0% | 83.2%-13.2pp | 78.9%-8.9pp | 83.0%-13.0pp |
| Annual return | 8.95% | 10.07%-1.1pp | 12.25%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,902 | $4,867-40.4% | $4,079-28.9% | $4,869-40.4% |
| Participant deferral / active EE | $1,294 | $6,233-79.2% | $5,326-75.7% | $5,287-75.5% |
| Admin fee / account holder | $3,570 | $12,032-70.3% | $8,308-57.0% | $10,132-64.8% |