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 | $7,285 | $47,944-84.8% | $67,834-89.3% | $62,891-88.4% |
| Participation rate | 98.1% | 61.1%+37.0pp | 68.8%+29.3pp | 69.3%+28.8pp |
| Annual return | 4.99% | 11.77%-6.8pp | 138.47%-133.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,069 | $1,562-31.6% | $2,403-55.5% | $2,281-53.1% |
| Participant deferral / active EE | $644 | $2,247-71.3% | $3,160-79.6% | $3,203-79.9% |
| Admin fee / account holder | $355 | $3,712-90.4% | $4,622-92.3% | $4,296-91.7% |