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 | $13,677 | $67,606-79.8% | $82,313-83.4% | $70,131-80.5% |
| Participation rate | 85.1% | 72.8%+12.3pp | 76.9%+8.2pp | 69.5%+15.6pp |
| Annual return | 15.32% | 21.57%-6.2pp | 25.88%-10.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $576 | $1,755-67.2% | $2,428-76.3% | $2,342-75.4% |
| Participant deferral / active EE | $1,139 | $2,987-61.9% | $3,706-69.3% | $3,332-65.8% |
| Admin fee / account holder | $447 | $4,512-90.1% | $5,608-92.0% | $4,645-90.4% |