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 | $28,976 | $83,477-65.3% | $125,175-76.9% | $72,985-60.3% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.5%+20.0pp |
| Annual return | 19.77% | 25.78%-6.0pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $633 | $2,345-73.0% | $3,865-83.6% | $2,440-74.1% |
| Participant deferral / active EE | $1,527 | $3,585-57.4% | $4,937-69.1% | $3,607-57.7% |
| Admin fee / account holder | $1,319 | $5,517-76.1% | $9,702-86.4% | $5,124-74.3% |