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 5-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 | $4,294 | $106,515-96.0% | $96,683-95.6% | $139,434-96.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 35.24% | 38.43%-3.2pp | 35.69%-0.5pp | 372.94%-337.7pp |
| Employer contribution / active EE | $1,221 | $4,103-70.2% | $3,737-67.3% | $4,751-74.3% |
| Participant deferral / active EE | $1,291 | $5,454-76.3% | $4,878-73.5% | $6,710-80.8% |
| Admin fee / account holder | $361 | $7,877-95.4% | $6,730-94.6% | $11,403-96.8% |