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 | $6,744 | $77,899-91.3% | $149,673-95.5% | $75,163-91.0% |
| Participation rate | 78.0% | 65.6%+12.5pp | 78.8%-0.7pp | 67.2%+10.9pp |
| Annual return | 14.71% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $479 | $3,137-84.7% | $4,818-90.1% | $2,670-82.1% |
| Participant deferral / active EE | $670 | $3,411-80.3% | $5,680-88.2% | $4,125-83.7% |
| Admin fee / account holder | $2,265 | $5,956-62.0% | $13,210-82.9% | $5,651-59.9% |