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 | $78,520-82.7% | $96,576-86.0% | $82,448-83.6% |
| Participation rate | 79.3% | 77.7%+1.6pp | 81.4%-2.1pp | 68.1%+11.2pp |
| Annual return | 23.88% | 41.30%-17.4pp | 38.47%-14.6pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,723 | $2,630-34.5% | $3,553-51.5% | $2,551-32.5% |
| Participant deferral / active EE | $2,177 | $6,754-67.8% | $7,956-72.6% | $4,139-47.4% |
| Admin fee / account holder | $2,093 | $13,455-84.4% | $11,381-81.6% | $7,234-71.1% |