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 | $7,379 | $52,580-86.0% | $71,671-89.7% | $70,131-89.5% |
| Participation rate | 72.2% | 60.9%+11.3pp | 68.7%+3.5pp | 69.5%+2.7pp |
| Annual return | 18.06% | 20.25%-2.2pp | 20.65%-2.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,660 | $1,616+64.7% | $2,460+8.2% | $2,342+13.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $847 | $3,653-76.8% | $5,558-84.8% | $4,645-81.8% |