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 | $25,958 | $80,968-67.9% | $96,544-73.1% | $75,163-65.5% |
| Participation rate | 71.0% | 71.8%-0.8pp | 76.0%-5.0pp | 67.2%+3.8pp |
| Annual return | 14.59% | 27.06%-12.5pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,378 | $3,928-64.9% | $4,851-71.6% | $4,125-66.6% |
| Admin fee / account holder | $810 | $6,724-87.9% | $8,252-90.2% | $5,651-85.7% |