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 | $9,052 | $58,512-84.5% | $84,015-89.2% | $72,985-87.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.75% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.3pp |
| Employer contribution / active EE | $609 | $1,163-47.7% | $1,983-69.3% | $2,440-75.1% |
| Participant deferral / active EE | $971 | $2,394-59.4% | $3,239-70.0% | $3,607-73.1% |
| Admin fee / account holder | $1,700 | $4,569-62.8% | $6,101-72.1% | $5,124-66.8% |