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 | $6,768 | $70,669-90.4% | $169,368-96.0% | $75,163-91.0% |
| Participation rate | 71.4% | 64.8%+6.6pp | 77.1%-5.7pp | 67.2%+4.2pp |
| Annual return | 19.72% | 36.36%-16.6pp | 405.60%-385.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $662 | $2,211-70.1% | $4,013-83.5% | $2,670-75.2% |
| Participant deferral / active EE | $852 | $4,311-80.2% | $6,221-86.3% | $4,125-79.3% |
| Admin fee / account holder | $407 | $5,402-92.5% | $9,003-95.5% | $5,651-92.8% |