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 | $19,621 | $81,900-76.0% | $119,609-83.6% | $68,494-71.4% |
| Participation rate | 77.2% | 71.9%+5.3pp | 79.3%-2.0pp | 67.9%+9.3pp |
| Annual return | -13.59% | -23.82%+10.2pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $743 | $2,693-72.4% | $4,232-82.4% | $2,596-71.4% |
| Participant deferral / active EE | $1,380 | $4,148-66.7% | $5,602-75.4% | $4,027-65.7% |
| Admin fee / account holder | $4,979 | $6,582-24.4% | $10,323-51.8% | $5,403-7.9% |