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 | $11,915 | $49,227-75.8% | $70,449-83.1% | $79,858-85.1% |
| Participation rate | 79.4% | 69.2%+10.2pp | 75.1%+4.3pp | 69.6%+9.7pp |
| Annual return | 7.91% | 30.06%-22.2pp | 109.03%-101.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $472 | $2,099-77.5% | $2,737-82.7% | $2,471-80.9% |
| Participant deferral / active EE | $664 | $2,768-76.0% | $3,709-82.1% | $3,740-82.2% |
| Admin fee / account holder | $1,628 | $2,878-43.4% | $3,845-57.7% | $5,306-69.3% |