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 | $22,371 | $209,411-89.3% | $178,490-87.5% | $158,922-85.9% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 6.83% | 188.75%-181.9pp | 151.07%-144.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,513 | $5,706-73.5% | $5,011-69.8% | $4,761-68.2% |
| Participant deferral / active EE | $1,752 | $5,954-70.6% | $5,202-66.3% | $5,982-70.7% |
| Admin fee / account holder | $1,274 | $17,074-92.5% | $13,984-90.9% | $11,246-88.7% |