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 9-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 | $12,548 | $99,985-87.4% | $146,665-91.4% | $85,850-85.4% |
| Participation rate | 95.5% | 73.1%+22.4pp | 80.1%+15.4pp | 69.3%+26.2pp |
| Annual return | 15.99% | 18.93%-2.9pp | 22.74%-6.8pp | 318.53%-302.5pp |
| Employer contribution / active EE | $655 | $2,559-74.4% | $4,136-84.2% | $2,565-74.5% |
| Participant deferral / active EE | $1,774 | $4,006-55.7% | $5,506-67.8% | $3,952-55.1% |
| Admin fee / account holder | $491 | $7,702-93.6% | $10,280-95.2% | $6,260-92.2% |