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 7-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 | $15,972 | $89,753-82.2% | $107,525-85.1% | $84,808-81.2% |
| Participation rate | 80.0% | 68.1%+11.9pp | 75.1%+4.9pp | 68.3%+11.7pp |
| Annual return | 18.70% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $945 | $3,113-69.6% | $3,754-74.8% | $2,631-64.1% |
| Participant deferral / active EE | $1,129 | $4,056-72.2% | $5,116-77.9% | $4,212-73.2% |
| Admin fee / account holder | $538 | $7,222-92.5% | $8,919-94.0% | $7,344-92.7% |