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 | $12,896 | $80,673-84.0% | $101,326-87.3% | $84,808-84.8% |
| Participation rate | 92.0% | 77.8%+14.2pp | 81.5%+10.5pp | 68.3%+23.7pp |
| Annual return | 14.95% | 38.95%-24.0pp | 36.82%-21.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $951 | $2,698-64.7% | $3,665-74.0% | $2,631-63.8% |
| Participant deferral / active EE | $1,130 | $6,840-83.5% | $7,994-85.9% | $4,212-73.2% |
| Admin fee / account holder | $898 | $12,784-93.0% | $11,185-92.0% | $7,344-87.8% |