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 | $20,685 | $98,750-79.1% | $149,696-86.2% | $79,858-74.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.8pp |
| Annual return | 24.97% | 27.43%-2.5pp | 276.60%-251.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $3,476 | $3,216+8.1% | $4,644-25.1% | $2,471+40.7% |
| Participant deferral / active EE | $2,321 | $5,680-59.1% | $6,842-66.1% | $3,740-37.9% |
| Admin fee / account holder | $1,120 | $6,053-81.5% | $9,309-88.0% | $5,306-78.9% |