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 7-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 | $3,244 | $98,750-96.7% | $149,696-97.8% | $79,858-95.9% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.5%+1.4pp | 69.6%+14.2pp |
| Annual return | 28.05% | 27.43%+0.6pp | 276.60%-248.6pp | 31.71%-3.7pp |
| Employer contribution / active EE | $1,063 | $3,216-67.0% | $4,644-77.1% | $2,471-57.0% |
| Participant deferral / active EE | $1,214 | $5,680-78.6% | $6,842-82.3% | $3,740-67.5% |
| Admin fee / account holder | $635 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |