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 | $11,808 | $91,190-87.1% | $178,490-93.4% | $79,858-85.2% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 11.30% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,188 | $3,256-63.5% | $5,011-76.3% | $2,471-51.9% |
| Participant deferral / active EE | $766 | $3,236-76.3% | $5,202-85.3% | $3,740-79.5% |
| Admin fee / account holder | $1,924 | $6,751-71.5% | $13,984-86.2% | $5,306-63.7% |