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 | $212,046 | $288,797-26.6% | $239,577-11.5% | $382,429-44.6% |
| Participation rate | 81.3% | 85.8%-4.6pp | 82.1%-0.8pp | 87.7%-6.5pp |
| Annual return | 11.08% | -3.30%+14.4pp | -0.70%+11.8pp | 248.85%-237.8pp |
| Employer contribution / active EE | $15,625 | $8,558+82.6% | $7,232+116.1% | $8,036+94.4% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $2,320 | $18,649-87.6% | $19,315-88.0% | $30,732-92.5% |