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 | $27,998 | $78,422-64.3% | $95,952-70.8% | $79,858-64.9% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,805 | $1,945-7.2% | $2,541-28.9% | $2,471-26.9% |
| Participant deferral / active EE | $1,369 | $3,440-60.2% | $4,167-67.2% | $3,740-63.4% |
| Admin fee / account holder | $3,249 | $5,622-42.2% | $6,795-52.2% | $5,306-38.8% |