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 | $8,470 | $90,745-90.7% | $130,231-93.5% | $75,163-88.7% |
| Participation rate | 87.5% | 71.1%+16.4pp | 76.3%+11.2pp | 67.2%+20.3pp |
| Annual return | 33.79% | 34.45%-0.7pp | 38.77%-5.0pp | 160.62%-126.8pp |
| Employer contribution / active EE | $1,951 | $3,314-41.1% | $4,126-52.7% | $2,670-26.9% |
| Participant deferral / active EE | $1,427 | $5,362-73.4% | $6,799-79.0% | $4,125-65.4% |
| Admin fee / account holder | $792 | $6,331-87.5% | $6,020-86.8% | $5,651-86.0% |