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 | $6,574 | $85,766-92.3% | $136,294-95.2% | $70,131-90.6% |
| Participation rate | 83.7% | 74.2%+9.6pp | 81.9%+1.8pp | 69.5%+14.2pp |
| Annual return | 36.45% | 31.45%+5.0pp | 5155.94%-5119.5pp | 73.14%-36.7pp |
| Employer contribution / active EE | $1,634 | $2,966-44.9% | $4,695-65.2% | $2,342-30.3% |
| Participant deferral / active EE | $2,075 | $5,051-58.9% | $6,247-66.8% | $3,332-37.7% |
| Admin fee / account holder | $650 | $5,420-88.0% | $9,243-93.0% | $4,645-86.0% |