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 | $12,756 | $67,606-81.1% | $82,313-84.5% | $70,131-81.8% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 19.77% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,025 | $2,987-65.7% | $3,706-72.3% | $3,332-69.2% |
| Admin fee / account holder | $950 | $4,512-78.9% | $5,608-83.1% | $4,645-79.5% |