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 6-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 | $12,497 | $99,985-87.5% | $146,665-91.5% | $85,850-85.4% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 16.98% | 18.93%-2.0pp | 22.74%-5.8pp | 318.53%-301.6pp |
| Employer contribution / active EE | $626 | $2,559-75.5% | $4,136-84.9% | $2,565-75.6% |
| Participant deferral / active EE | $1,110 | $4,006-72.3% | $5,506-79.8% | $3,952-71.9% |
| Admin fee / account holder | $439 | $7,702-94.3% | $10,280-95.7% | $6,260-93.0% |