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 | $15,730 | $52,681-70.1% | $75,781-79.2% | $59,632-73.6% |
| Participation rate | 92.5% | 67.2%+25.2pp | 75.8%+16.7pp | 68.7%+23.8pp |
| Annual return | -1.27% | 2.95%-4.2pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $7,607 | $2,193+246.8% | $3,323+128.9% | $2,203+245.4% |
| Participant deferral / active EE | $693 | $2,591-73.3% | $3,651-81.0% | $3,192-78.3% |
| Admin fee / account holder | $2,858 | $3,610-20.8% | $5,299-46.1% | $4,297-33.5% |