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 | $12,161 | $71,883-83.1% | $86,677-86.0% | $68,494-82.2% |
| Participation rate | 88.4% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.5pp |
| Annual return | -18.41% | 3.52%-21.9pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $887 | $2,173-59.2% | $2,836-68.7% | $2,596-65.8% |
| Participant deferral / active EE | $1,620 | $3,779-57.1% | $4,656-65.2% | $4,027-59.8% |
| Admin fee / account holder | $938 | $6,112-84.7% | $7,493-87.5% | $5,403-82.6% |