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 | $21,329 | $102,382-79.2% | $147,005-85.5% | $80,874-73.6% |
| Participation rate | 81.1% | 75.8%+5.2pp | 82.2%-1.1pp | 67.6%+13.4pp |
| Annual return | 12.72% | 134.89%-122.2pp | 418.76%-406.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,014 | $3,715-72.7% | $4,934-79.4% | $2,756-63.2% |
| Participant deferral / active EE | $2,042 | $6,646-69.3% | $8,070-74.7% | $4,297-52.5% |
| Admin fee / account holder | $2,773 | $7,942-65.1% | $13,006-78.7% | $6,935-60.0% |