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 | $19,475 | $78,672-75.2% | $109,143-82.2% | $85,850-77.3% |
| Participation rate | 85.4% | 68.3%+17.1pp | 75.9%+9.5pp | 69.3%+16.1pp |
| Annual return | 13.62% | 25.09%-11.5pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,260 | $2,735-17.3% | $3,722-39.3% | $2,565-11.9% |
| Participant deferral / active EE | $337 | $3,467-90.3% | $4,653-92.8% | $3,952-91.5% |
| Admin fee / account holder | $1,320 | $5,469-75.9% | $6,752-80.5% | $6,260-78.9% |