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 | $13,172 | $91,037-85.5% | $71,671-81.6% | $147,584-91.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 13.65% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $911 | $3,327-72.6% | $2,460-63.0% | $4,876-81.3% |
| Participant deferral / active EE | $970 | $4,498-78.4% | $3,438-71.8% | $5,439-82.2% |
| Admin fee / account holder | $446 | $8,613-94.8% | $5,558-92.0% | $10,885-95.9% |