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 | $17,707 | $89,355-80.2% | $141,162-87.5% | $72,985-75.7% |
| Participation rate | 92.2% | 75.1%+17.0pp | 82.5%+9.7pp | 69.5%+22.7pp |
| Annual return | 23.32% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,839 | $3,114-41.0% | $4,735-61.2% | $2,440-24.6% |
| Participant deferral / active EE | $2,243 | $5,418-58.6% | $6,709-66.6% | $3,607-37.8% |
| Admin fee / account holder | $2,327 | $5,958-60.9% | $10,261-77.3% | $5,124-54.6% |