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 3-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 | $2,407 | $60,022-96.0% | $88,946-97.3% | $84,808-97.2% |
| Participation rate | 84.6% | 57.8%+26.8pp | 68.8%+15.8pp | 68.3%+16.3pp |
| Annual return | 26.37% | 22.43%+3.9pp | 57.82%-31.5pp | 40.90%-14.5pp |
| Employer contribution / active EE | $453 | $1,703-73.4% | $2,555-82.3% | $2,631-82.8% |
| Participant deferral / active EE | $634 | $3,114-79.6% | $4,581-86.2% | $4,212-84.9% |
| Admin fee / account holder | $346 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |