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 | $14,051 | $91,190-84.6% | $178,490-92.1% | $79,858-82.4% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 10.90% | 24.19%-13.3pp | 151.07%-140.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $819 | $3,236-74.7% | $5,202-84.3% | $3,740-78.1% |
| Admin fee / account holder | $945 | $6,751-86.0% | $13,984-93.2% | $5,306-82.2% |