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 3-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 | $13,549 | $80,673-83.2% | $101,326-86.6% | $84,808-84.0% |
| Participation rate | 79.3% | 77.8%+1.5pp | 81.5%-2.2pp | 68.3%+11.0pp |
| Annual return | 23.88% | 38.95%-15.1pp | 36.82%-12.9pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,723 | $2,698-36.1% | $3,665-53.0% | $2,631-34.5% |
| Participant deferral / active EE | $2,177 | $6,840-68.2% | $7,994-72.8% | $4,212-48.3% |
| Admin fee / account holder | $2,093 | $12,784-83.6% | $11,185-81.3% | $7,344-71.5% |