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 | $10,228 | $86,699-88.2% | $73,307-86.0% | $125,391-91.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | 1.41% | 2.78%-1.4pp | 5.67%-4.3pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,853 | $4,152-55.4% | $3,237-42.8% | $4,866-61.9% |
| Participant deferral / active EE | $1,283 | $5,550-76.9% | $4,991-74.3% | $5,352-76.0% |
| Admin fee / account holder | $350 | $7,771-95.5% | $5,637-93.8% | $9,540-96.3% |