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 | $28,984 | $86,929-66.7% | $102,423-71.7% | $80,856-64.2% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 15.37% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,716 | $4,118-58.3% | $5,053-66.0% | $4,296-60.1% |
| Admin fee / account holder | $3,643 | $8,049-54.7% | $9,451-61.5% | $6,918-47.3% |