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 8-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 | $2,454 | $62,573-96.1% | $85,682-97.1% | $85,850-97.1% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.9%+17.6pp | 69.3%+18.2pp |
| Annual return | 11.59% | 23.77%-12.2pp | 21.49%-9.9pp | 318.53%-306.9pp |
| Employer contribution / active EE | $324 | $1,757-81.6% | $2,618-87.6% | $2,565-87.4% |
| Participant deferral / active EE | $807 | $2,802-71.2% | $3,923-79.4% | $3,952-79.6% |
| Admin fee / account holder | $344 | $4,640-92.6% | $6,873-95.0% | $6,260-94.5% |