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 | $16,853 | $80,968-79.2% | $96,544-82.5% | $75,163-77.6% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+15.0pp |
| Annual return | 17.17% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $857 | $2,282-62.4% | $2,965-71.1% | $2,670-67.9% |
| Participant deferral / active EE | $1,637 | $3,928-58.3% | $4,851-66.2% | $4,125-60.3% |
| Admin fee / account holder | $2,229 | $6,724-66.8% | $8,252-73.0% | $5,651-60.6% |