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 8-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 | $12,384 | $80,968-84.7% | $96,544-87.2% | $75,163-83.5% |
| Participation rate | 93.0% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.8pp |
| Annual return | 13.84% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $806 | $2,282-64.7% | $2,965-72.8% | $2,670-69.8% |
| Participant deferral / active EE | $1,592 | $3,928-59.5% | $4,851-67.2% | $4,125-61.4% |
| Admin fee / account holder | $1,011 | $6,724-85.0% | $8,252-87.7% | $5,651-82.1% |