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 | $13,501 | $176,812-92.4% | $146,665-90.8% | $167,490-91.9% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 19.77% | 24.03%-4.3pp | 22.74%-3.0pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,565 | $5,160-69.7% | $4,136-62.2% | $4,837-67.6% |
| Participant deferral / active EE | $1,755 | $6,440-72.7% | $5,506-68.1% | $6,341-72.3% |
| Admin fee / account holder | $796 | $13,259-94.0% | $10,280-92.3% | $12,309-93.5% |