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 10-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 | $16,383 | $83,477-80.4% | $125,175-86.9% | $72,985-77.6% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 18.06% | 25.78%-7.7pp | 43.79%-25.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $699 | $2,345-70.2% | $3,865-81.9% | $2,440-71.4% |
| Participant deferral / active EE | $1,427 | $3,585-60.2% | $4,937-71.1% | $3,607-60.4% |
| Admin fee / account holder | $673 | $5,517-87.8% | $9,702-93.1% | $5,124-86.9% |