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 | $4,105 | $162,781-97.5% | $133,956-96.9% | $158,922-97.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.51% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,414 | $4,975-71.6% | $3,919-63.9% | $4,761-70.3% |
| Participant deferral / active EE | $418 | $5,911-92.9% | $5,048-91.7% | $5,982-93.0% |
| Admin fee / account holder | $1,129 | $11,736-90.4% | $8,927-87.4% | $11,246-90.0% |