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 | $5,651 | $77,813-92.7% | $123,544-95.4% | $64,186-91.2% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.8pp | 69.6%+16.5pp |
| Annual return | -6.16% | 12.48%-18.6pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $729 | $3,014-75.8% | $4,628-84.3% | $2,381-69.4% |
| Participant deferral / active EE | $1,875 | $5,240-64.2% | $6,426-70.8% | $3,470-46.0% |
| Admin fee / account holder | $569 | $5,519-89.7% | $9,284-93.9% | $4,888-88.4% |