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 | $6,745 | $49,227-86.3% | $70,449-90.4% | $79,858-91.6% |
| Participation rate | 88.1% | 69.2%+18.9pp | 75.1%+13.0pp | 69.6%+18.4pp |
| Annual return | 18.17% | 30.06%-11.9pp | 109.03%-90.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $799 | $2,099-61.9% | $2,737-70.8% | $2,471-67.7% |
| Participant deferral / active EE | $717 | $2,768-74.1% | $3,709-80.7% | $3,740-80.8% |
| Admin fee / account holder | $435 | $2,878-84.9% | $3,845-88.7% | $5,306-91.8% |