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 | $25,294 | $86,332-70.7% | $125,175-79.8% | $65,185-61.2% |
| Participation rate | 79.5% | 75.3%+4.2pp | 79.8%-0.3pp | 70.2%+9.3pp |
| Annual return | 23.47% | 27.43%-4.0pp | 43.79%-20.3pp | 29.38%-5.9pp |
| Employer contribution / active EE | $636 | $2,040-68.8% | $3,865-83.5% | $2,177-70.8% |
| Participant deferral / active EE | $1,587 | $3,537-55.1% | $4,937-67.9% | $3,514-54.8% |
| Admin fee / account holder | $3,947 | $609+548.0% | $9,702-59.3% | $847+366.0% |