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 | $21,706 | $78,705-72.4% | $117,854-81.6% | $70,131-69.0% |
| Participation rate | 98.9% | 73.2%+25.7pp | 79.7%+19.3pp | 69.5%+29.4pp |
| Annual return | 18.98% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.2pp |
| Employer contribution / active EE | $606 | $2,223-72.7% | $3,786-84.0% | $2,342-74.1% |
| Participant deferral / active EE | $1,087 | $3,297-67.0% | $4,482-75.7% | $3,332-67.4% |
| Admin fee / account holder | $809 | $5,065-84.0% | $8,020-89.9% | $4,645-82.6% |