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 | $10,894 | $101,724-89.3% | $164,813-93.4% | $80,856-86.5% |
| Participation rate | 86.0% | 71.8%+14.2pp | 78.6%+7.4pp | 67.6%+18.4pp |
| Annual return | 13.48% | 16.72%-3.2pp | 69.93%-56.5pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,563 | $4,477-65.1% | $6,031-74.1% | $4,296-63.6% |
| Admin fee / account holder | $589 | $8,227-92.8% | $12,690-95.4% | $6,918-91.5% |