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 3-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 | $11,309 | $179,726-93.7% | $156,263-92.8% | $142,382-92.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 23.76% | 77.86%-54.1pp | 59.47%-35.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,499 | $5,069-70.4% | $4,333-65.4% | $4,299-65.1% |
| Participant deferral / active EE | $1,601 | $6,956-77.0% | $6,158-74.0% | $6,507-75.4% |
| Admin fee / account holder | $417 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |