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 | $13,433 | $71,883-81.3% | $86,677-84.5% | $68,494-80.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.40% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,857 | $2,173-14.5% | $2,836-34.5% | $2,596-28.5% |
| Participant deferral / active EE | $481 | $3,779-87.3% | $4,656-89.7% | $4,027-88.1% |
| Admin fee / account holder | $573 | $6,112-90.6% | $7,493-92.4% | $5,403-89.4% |