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 | $13,667 | $80,968-83.1% | $96,544-85.8% | $75,163-81.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.75% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $965 | $2,282-57.7% | $2,965-67.4% | $2,670-63.9% |
| Participant deferral / active EE | $467 | $3,928-88.1% | $4,851-90.4% | $4,125-88.7% |
| Admin fee / account holder | $3,191 | $6,724-52.6% | $8,252-61.3% | $5,651-43.5% |