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 | $78,520-83.6% | $96,576-86.6% | $82,448-84.4% |
| Participation rate | 92.0% | 77.7%+14.3pp | 81.4%+10.6pp | 68.1%+23.9pp |
| Annual return | 14.95% | 41.30%-26.4pp | 38.47%-23.5pp | 41.64%-26.7pp |
| Employer contribution / active EE | $951 | $2,630-63.8% | $3,553-73.2% | $2,551-62.7% |
| Participant deferral / active EE | $1,130 | $6,754-83.3% | $7,956-85.8% | $4,139-72.7% |
| Admin fee / account holder | $898 | $13,455-93.3% | $11,381-92.1% | $7,234-87.6% |