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 | $18,785 | $178,174-89.5% | $156,181-88.0% | $137,256-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.80% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,821 | $4,972-63.4% | $4,294-57.6% | $4,156-56.2% |
| Participant deferral / active EE | $1,492 | $6,888-78.3% | $6,132-75.7% | $6,407-76.7% |
| Admin fee / account holder | $805 | $17,404-95.4% | $14,586-94.5% | $12,270-93.4% |