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 | $21,454 | $78,705-72.7% | $117,854-81.8% | $70,131-69.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.71% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $524 | $2,223-76.4% | $3,786-86.2% | $2,342-77.6% |
| Participant deferral / active EE | $1,246 | $3,297-62.2% | $4,482-72.2% | $3,332-62.6% |
| Admin fee / account holder | $1,364 | $5,065-73.1% | $8,020-83.0% | $4,645-70.6% |