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 | $10,111 | $65,365-84.5% | $92,893-89.1% | $72,985-86.1% |
| Participation rate | 84.2% | 68.3%+15.9pp | 76.0%+8.2pp | 69.5%+14.7pp |
| Annual return | 19.39% | 42.10%-22.7pp | 109.41%-90.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $9,254 | $2,594+256.7% | $3,653+153.4% | $2,440+279.3% |
| Participant deferral / active EE | $148 | $3,128-95.3% | $4,236-96.5% | $3,607-95.9% |
| Admin fee / account holder | $2,205 | $4,251-48.1% | $5,794-61.9% | $5,124-57.0% |