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 | $4,233 | $105,181-96.0% | $159,436-97.3% | $85,850-95.1% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.8%+0.5pp | 69.3%+14.0pp |
| Annual return | 109.17% | 45.07%+64.1pp | 263.57%-154.4pp | 318.53%-209.4pp |
| Employer contribution / active EE | $1,443 | $3,318-56.5% | $4,829-70.1% | $2,565-43.7% |
| Participant deferral / active EE | $2,412 | $5,945-59.4% | $7,352-67.2% | $3,952-39.0% |
| Admin fee / account holder | $679 | $6,933-90.2% | $10,799-93.7% | $6,260-89.2% |