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 | $162,177 | $244,740-33.7% | $206,214-21.4% | $357,791-54.7% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.4%-4.6pp | 85.6%-7.8pp |
| Annual return | 11.53% | -3.72%+15.3pp | -1.60%+13.1pp | 396.79%-385.3pp |
| Employer contribution / active EE | $0 | $7,019-100.0% | $5,967-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $6,524 | $4,983+30.9% | $4,649+40.3% | $5,521+18.2% |
| Admin fee / account holder | $4,810 | $15,419-68.8% | $13,671-64.8% | $28,387-83.1% |