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 | $11,169 | $65,365-82.9% | $92,893-88.0% | $72,985-84.7% |
| Participation rate | 92.0% | 68.3%+23.7pp | 76.0%+16.0pp | 69.5%+22.5pp |
| Annual return | 17.53% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,174 | $2,594-54.7% | $3,653-67.8% | $2,440-51.9% |
| Participant deferral / active EE | $1,152 | $3,128-63.2% | $4,236-72.8% | $3,607-68.1% |
| Admin fee / account holder | $1,231 | $4,251-71.0% | $5,794-78.7% | $5,124-76.0% |