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 6-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 | $17,723 | $86,929-79.6% | $102,423-82.7% | $80,856-78.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 13.60% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,244 | $2,369-47.5% | $3,023-58.8% | $2,755-54.8% |
| Participant deferral / active EE | $1,657 | $4,118-59.8% | $5,053-67.2% | $4,296-61.4% |
| Admin fee / account holder | $2,738 | $8,049-66.0% | $9,451-71.0% | $6,918-60.4% |