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 | $69,466 | $297,529-76.7% | $246,525-71.8% | $357,791-80.6% |
| Participation rate | 81.8% | 86.5%-4.7pp | 82.0%-0.1pp | 85.6%-3.8pp |
| Annual return | 14.41% | -2.25%+16.7pp | 0.46%+13.9pp | 396.79%-382.4pp |
| Employer contribution / active EE | $0 | $8,709-100.0% | $7,467-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,218 | $6,076-47.0% | $5,422-40.7% | $5,521-41.7% |
| Admin fee / account holder | $12,881 | $16,212-20.5% | $16,551-22.2% | $28,387-54.6% |