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 | $13,707 | $65,365-79.0% | $92,893-85.2% | $72,985-81.2% |
| Participation rate | 97.1% | 68.3%+28.7pp | 76.0%+21.1pp | 69.5%+27.6pp |
| Annual return | 28.01% | 42.10%-14.1pp | 109.41%-81.4pp | 81.00%-53.0pp |
| Employer contribution / active EE | $6,083 | $2,594+134.5% | $3,653+66.5% | $2,440+149.3% |
| Participant deferral / active EE | $544 | $3,128-82.6% | $4,236-87.2% | $3,607-84.9% |
| Admin fee / account holder | $1,776 | $4,251-58.2% | $5,794-69.4% | $5,124-65.4% |