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 | $25,982 | $99,985-74.0% | $146,665-82.3% | $85,850-69.7% |
| Participation rate | 90.1% | 73.1%+17.1pp | 80.1%+10.1pp | 69.3%+20.8pp |
| Annual return | 14.36% | 18.93%-4.6pp | 22.74%-8.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $860 | $2,559-66.4% | $4,136-79.2% | $2,565-66.5% |
| Participant deferral / active EE | $1,644 | $4,006-59.0% | $5,506-70.1% | $3,952-58.4% |
| Admin fee / account holder | $3,923 | $7,702-49.1% | $10,280-61.8% | $6,260-37.3% |