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 7-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 | $13,550 | $108,825-87.5% | $156,181-91.3% | $82,448-83.6% |
| Participation rate | 70.2% | 72.4%-2.2pp | 78.8%-8.7pp | 68.1%+2.1pp |
| Annual return | 18.36% | 20.59%-2.2pp | 64.87%-46.5pp | 41.64%-23.3pp |
| Employer contribution / active EE | $961 | $2,870-66.5% | $4,294-77.6% | $2,551-62.3% |
| Participant deferral / active EE | $885 | $4,577-80.7% | $6,132-85.6% | $4,139-78.6% |
| Admin fee / account holder | $845 | $9,341-91.0% | $14,586-94.2% | $7,234-88.3% |