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 | $7,813 | $72,277-89.2% | $101,248-92.3% | $79,858-90.2% |
| Participation rate | 89.8% | 68.5%+21.3pp | 75.8%+14.0pp | 69.6%+20.1pp |
| Annual return | 21.87% | 22.30%-0.4pp | 46.47%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,427 | $2,692-47.0% | $3,660-61.0% | $2,471-42.2% |
| Participant deferral / active EE | $1,248 | $3,282-62.0% | $4,370-71.5% | $3,740-66.6% |
| Admin fee / account holder | $1,159 | $4,400-73.7% | $5,945-80.5% | $5,306-78.2% |