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 8-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 | $14,365 | $127,065-88.7% | $113,168-87.3% | $142,382-89.9% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 17.44% | 24.03%-6.6pp | 24.27%-6.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,211 | $3,442-35.8% | $2,975-25.7% | $4,299-48.6% |
| Participant deferral / active EE | $506 | $5,716-91.1% | $5,107-90.1% | $6,507-92.2% |
| Admin fee / account holder | $1,390 | $15,736-91.2% | $12,068-88.5% | $12,624-89.0% |