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 3-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 | $10,871 | $109,881-90.1% | $150,045-92.8% | $84,808-87.2% |
| Participation rate | 80.6% | 76.1%+4.6pp | 82.3%-1.7pp | 68.3%+12.3pp |
| Annual return | 25.68% | 28.25%-2.6pp | 62.55%-36.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $957 | $3,561-73.1% | $4,693-79.6% | $2,631-63.6% |
| Participant deferral / active EE | $2,285 | $6,636-65.6% | $7,997-71.4% | $4,212-45.7% |
| Admin fee / account holder | $2,038 | $8,568-76.2% | $13,435-84.8% | $7,344-72.3% |