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 | $10,206 | $91,552-88.9% | $133,956-92.4% | $79,858-87.2% |
| Participation rate | 94.7% | 73.3%+21.3pp | 79.8%+14.8pp | 69.6%+25.0pp |
| Annual return | 17.75% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $6,303 | $2,384+164.5% | $3,919+60.9% | $2,471+155.1% |
| Participant deferral / active EE | $923 | $3,733-75.3% | $5,048-81.7% | $3,740-75.3% |
| Admin fee / account holder | $3,981 | $6,321-37.0% | $8,927-55.4% | $5,306-25.0% |