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 | $21,050 | $135,952-84.5% | $123,892-83.0% | $273,961-92.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.98% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,659 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $1,736 | $6,343-72.6% | $5,984-71.0% | $5,287-67.2% |
| Admin fee / account holder | $338 | $9,817-96.6% | $8,357-96.0% | $10,132-96.7% |