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 | $31,232 | $94,529-67.0% | $140,016-77.7% | $64,186-51.3% |
| Participation rate | 94.2% | 84.1%+10.1pp | 87.5%+6.7pp | 69.6%+24.6pp |
| Annual return | -5.69% | 7.77%-13.5pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,257 | $3,812-67.0% | $5,606-77.6% | $2,381-47.2% |
| Participant deferral / active EE | $2,163 | $5,250-58.8% | $6,927-68.8% | $3,470-37.6% |
| Admin fee / account holder | $1,974 | $6,741-70.7% | $10,705-81.6% | $4,888-59.6% |