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 | $15,020 | $71,883-79.1% | $86,677-82.7% | $68,494-78.1% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -15.77% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $595 | $2,173-72.6% | $2,836-79.0% | $2,596-77.1% |
| Participant deferral / active EE | $697 | $3,779-81.5% | $4,656-85.0% | $4,027-82.7% |
| Admin fee / account holder | $1,763 | $6,112-71.2% | $7,493-76.5% | $5,403-67.4% |