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 | $13,132 | $83,477-84.3% | $125,175-89.5% | $72,985-82.0% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.5%+28.2pp |
| Annual return | 21.81% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,196 | $2,345-49.0% | $3,865-69.1% | $2,440-51.0% |
| Participant deferral / active EE | $1,515 | $3,585-57.7% | $4,937-69.3% | $3,607-58.0% |
| Admin fee / account holder | $1,092 | $5,517-80.2% | $9,702-88.7% | $5,124-78.7% |