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 | $9,361 | $89,355-89.5% | $141,162-93.4% | $72,985-87.2% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 24.37% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $675 | $3,114-78.3% | $4,735-85.8% | $2,440-72.4% |
| Participant deferral / active EE | $1,224 | $5,418-77.4% | $6,709-81.8% | $3,607-66.1% |
| Admin fee / account holder | $300 | $5,958-95.0% | $10,261-97.1% | $5,124-94.1% |