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 9-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 | $6,927 | $80,968-91.4% | $96,544-92.8% | $75,163-90.8% |
| Participation rate | 87.4% | 71.8%+15.6pp | 76.0%+11.4pp | 67.2%+20.2pp |
| Annual return | 20.84% | 27.06%-6.2pp | 25.84%-5.0pp | 160.62%-139.8pp |
| Employer contribution / active EE | $703 | $2,282-69.2% | $2,965-76.3% | $2,670-73.7% |
| Participant deferral / active EE | $1,622 | $3,928-58.7% | $4,851-66.6% | $4,125-60.7% |
| Admin fee / account holder | $1,055 | $6,724-84.3% | $8,252-87.2% | $5,651-81.3% |