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 8-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 | $12,081 | $89,753-86.5% | $107,525-88.8% | $84,808-85.8% |
| Participation rate | 96.7% | 68.1%+28.7pp | 75.1%+21.6pp | 68.3%+28.4pp |
| Annual return | 12.94% | 29.48%-16.5pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,524 | $3,113-51.1% | $3,754-59.4% | $2,631-42.1% |
| Participant deferral / active EE | $1,337 | $4,056-67.0% | $5,116-73.9% | $4,212-68.2% |
| Admin fee / account holder | $2,028 | $7,222-71.9% | $8,919-77.3% | $7,344-72.4% |