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 7-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 | $15,751 | $64,707-75.7% | $112,228-86.0% | $68,494-77.0% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,565 | $2,746+66.2% | $3,635+25.6% | $2,596+75.8% |
| Participant deferral / active EE | $1,021 | $3,565-71.4% | $4,728-78.4% | $4,027-74.6% |
| Admin fee / account holder | $5,475 | $5,232+4.6% | $6,410-14.6% | $5,403+1.3% |