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 | $32,914 | $109,413-69.9% | $156,263-78.9% | $84,808-61.2% |
| Participation rate | 82.7% | 72.7%+10.0pp | 78.9%+3.8pp | 68.3%+14.4pp |
| Annual return | 14.33% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,372 | $2,907-52.8% | $4,333-68.3% | $2,631-47.8% |
| Participant deferral / active EE | $1,131 | $4,590-75.4% | $6,158-81.6% | $4,212-73.2% |
| Admin fee / account holder | $1,467 | $9,357-84.3% | $14,255-89.7% | $7,344-80.0% |