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 3-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 | $16,452 | $95,803-82.8% | $113,168-85.5% | $84,808-80.6% |
| Participation rate | 78.0% | 72.9%+5.1pp | 76.6%+1.4pp | 68.3%+9.7pp |
| Annual return | 38.18% | 25.00%+13.2pp | 24.27%+13.9pp | 40.90%-2.7pp |
| Employer contribution / active EE | $1,350 | $2,360-42.8% | $2,975-54.6% | $2,631-48.7% |
| Participant deferral / active EE | $1,794 | $4,242-57.7% | $5,107-64.9% | $4,212-57.4% |
| Admin fee / account holder | $2,059 | $8,989-77.1% | $12,068-82.9% | $7,344-72.0% |