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 | $26,849 | $91,552-70.7% | $133,956-80.0% | $79,858-66.4% |
| Participation rate | 70.9% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.3pp |
| Annual return | 10.92% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $773 | $2,384-67.6% | $3,919-80.3% | $2,471-68.7% |
| Participant deferral / active EE | $1,369 | $3,733-63.3% | $5,048-72.9% | $3,740-63.4% |
| Admin fee / account holder | $2,272 | $6,321-64.1% | $8,927-74.5% | $5,306-57.2% |