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 | $10,067 | $45,073-77.7% | $69,455-85.5% | $72,985-86.2% |
| Participation rate | 77.5% | 68.5%+9.0pp | 74.6%+2.9pp | 69.5%+8.0pp |
| Annual return | 13.11% | 22.65%-9.5pp | 28.97%-15.9pp | 81.00%-67.9pp |
| Employer contribution / active EE | $465 | $2,054-77.4% | $2,779-83.3% | $2,440-80.9% |
| Participant deferral / active EE | $687 | $2,602-73.6% | $3,535-80.6% | $3,607-80.9% |
| Admin fee / account holder | $1,222 | $3,056-60.0% | $3,839-68.2% | $5,124-76.1% |