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 | $7,411 | $114,381-93.5% | $107,525-93.1% | $142,382-94.8% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 25.84% | 242.71%-216.9pp | 181.32%-155.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,791 | $4,015-55.4% | $3,754-52.3% | $4,299-58.3% |
| Participant deferral / active EE | $1,185 | $5,564-78.7% | $5,116-76.8% | $6,507-81.8% |
| Admin fee / account holder | $545 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |