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 | $2,785 | $177,572-98.4% | $154,803-98.2% | $142,382-98.0% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 13.03% | 65.07%-52.0pp | 58.88%-45.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,262 | $4,810-73.8% | $4,305-70.7% | $4,299-70.6% |
| Participant deferral / active EE | $1,345 | $6,272-78.6% | $5,540-75.7% | $6,507-79.3% |
| Admin fee / account holder | $2,849 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |