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 | $8,159 | $90,503-91.0% | $78,689-89.6% | $273,961-97.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.69% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,515 | $3,176-52.3% | $2,851-46.9% | $4,869-68.9% |
| Participant deferral / active EE | $489 | $3,901-87.5% | $3,517-86.1% | $5,287-90.8% |
| Admin fee / account holder | $679 | $5,263-87.1% | $4,510-84.9% | $10,132-93.3% |