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 7-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 | $10,632 | $81,460-86.9% | $103,333-89.7% | $80,856-86.9% |
| Participation rate | 82.5% | 66.8%+15.7pp | 74.5%+8.0pp | 67.6%+14.9pp |
| Annual return | 24.65% | 25.55%-0.9pp | 24.88%-0.2pp | 35.59%-10.9pp |
| Employer contribution / active EE | $2,759 | $3,105-11.1% | $3,868-28.7% | $2,755+0.2% |
| Participant deferral / active EE | $1,090 | $3,869-71.8% | $5,057-78.5% | $4,296-74.6% |
| Admin fee / account holder | $325 | $6,566-95.1% | $8,355-96.1% | $6,918-95.3% |