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 | $10,220 | $91,037-88.8% | $71,671-85.7% | $147,584-93.1% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 18.18% | 20.48%-2.3pp | 20.65%-2.5pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,834 | $3,327-14.8% | $2,460+15.2% | $4,876-41.9% |
| Participant deferral / active EE | $494 | $4,498-89.0% | $3,438-85.6% | $5,439-90.9% |
| Admin fee / account holder | $2,721 | $8,613-68.4% | $5,558-51.0% | $10,885-75.0% |