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 | $20,381 | $80,673-74.7% | $101,326-79.9% | $84,808-76.0% |
| Participation rate | 94.9% | 77.8%+17.1pp | 81.5%+13.4pp | 68.3%+26.6pp |
| Annual return | 18.56% | 38.95%-20.4pp | 36.82%-18.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,389 | $2,698-48.5% | $3,665-62.1% | $2,631-47.2% |
| Participant deferral / active EE | $2,595 | $6,840-62.1% | $7,994-67.5% | $4,212-38.4% |
| Admin fee / account holder | $2,035 | $12,784-84.1% | $11,185-81.8% | $7,344-72.3% |