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 | $62,867 | $245,885-74.4% | $198,754-68.4% | $357,791-82.4% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 85.6%-15.6pp |
| Annual return | 10.83% | 5953.41%-5942.6pp | 4947.04%-4936.2pp | 396.79%-386.0pp |
| Employer contribution / active EE | $0 | $4,089-100.0% | $4,008-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $2,666 | $4,533-41.2% | $4,138-35.6% | $5,521-51.7% |
| Admin fee / account holder | $3,820 | $12,849-70.3% | $12,082-68.4% | $28,387-86.5% |