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 4-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 | $16,942 | $178,174-90.5% | $156,181-89.2% | $137,256-87.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 20.18% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,337 | $4,972-73.1% | $4,294-68.9% | $4,156-67.8% |
| Participant deferral / active EE | $1,883 | $6,888-72.7% | $6,132-69.3% | $6,407-70.6% |
| Admin fee / account holder | $2,003 | $17,404-88.5% | $14,586-86.3% | $12,270-83.7% |