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 | $11,749 | $87,013-86.5% | $106,213-88.9% | $80,856-85.5% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.6%+18.6pp |
| Annual return | 13.63% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,886 | $2,395-21.3% | $3,171-40.5% | $2,755-31.6% |
| Participant deferral / active EE | $425 | $3,986-89.3% | $5,016-91.5% | $4,296-90.1% |
| Admin fee / account holder | $23,745 | $8,431+181.6% | $11,033+115.2% | $6,918+243.2% |