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 | $12,247 | $72,277-83.1% | $101,248-87.9% | $79,858-84.7% |
| Participation rate | 86.8% | 68.5%+18.3pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | 15.47% | 22.30%-6.8pp | 46.47%-31.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,014 | $2,692+197.7% | $3,660+119.0% | $2,471+224.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,150 | $4,400-5.7% | $5,945-30.2% | $5,306-21.8% |