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 | $24,118 | $87,013-72.3% | $106,213-77.3% | $80,856-70.2% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.6%+26.1pp |
| Annual return | 10.49% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $923 | $2,395-61.5% | $3,171-70.9% | $2,755-66.5% |
| Participant deferral / active EE | $1,053 | $3,986-73.6% | $5,016-79.0% | $4,296-75.5% |
| Admin fee / account holder | $2,646 | $8,431-68.6% | $11,033-76.0% | $6,918-61.7% |