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 | $18,139 | $79,944-77.3% | $98,439-81.6% | $75,163-75.9% |
| Participation rate | 78.4% | 70.4%+8.0pp | 75.2%+3.2pp | 67.2%+11.2pp |
| Annual return | 16.07% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $639 | $2,264-71.8% | $3,048-79.0% | $2,670-76.1% |
| Participant deferral / active EE | $1,468 | $3,752-60.9% | $4,738-69.0% | $4,125-64.4% |
| Admin fee / account holder | $354 | $6,840-94.8% | $8,948-96.0% | $5,651-93.7% |