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 9-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 | $11,347 | $89,355-87.3% | $141,162-92.0% | $72,985-84.5% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 19.16% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,176 | $3,114-30.1% | $4,735-54.0% | $2,440-10.8% |
| Participant deferral / active EE | $575 | $5,418-89.4% | $6,709-91.4% | $3,607-84.1% |
| Admin fee / account holder | $2,291 | $5,958-61.5% | $10,261-77.7% | $5,124-55.3% |