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 | $17,893 | $72,277-75.2% | $101,248-82.3% | $79,858-77.6% |
| Participation rate | 78.3% | 68.5%+9.8pp | 75.8%+2.5pp | 69.6%+8.6pp |
| Annual return | 11.59% | 22.30%-10.7pp | 46.47%-34.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $647 | $3,282-80.3% | $4,370-85.2% | $3,740-82.7% |
| Admin fee / account holder | $1,947 | $4,400-55.8% | $5,945-67.3% | $5,306-63.3% |