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 | $8,837 | $109,881-92.0% | $150,045-94.1% | $84,808-89.6% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 19.50% | 28.25%-8.7pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,351 | $3,561-62.1% | $4,693-71.2% | $2,631-48.7% |
| Participant deferral / active EE | $1,875 | $6,636-71.8% | $7,997-76.6% | $4,212-55.5% |
| Admin fee / account holder | $1,199 | $8,568-86.0% | $13,435-91.1% | $7,344-83.7% |