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 | $95,453-82.8% | $112,040-85.3% | $82,448-80.0% |
| Participation rate | 78.0% | 72.8%+5.2pp | 76.5%+1.5pp | 68.1%+9.9pp |
| Annual return | 38.18% | 23.92%+14.3pp | 24.52%+13.7pp | 41.64%-3.5pp |
| Employer contribution / active EE | $1,350 | $2,318-41.8% | $2,954-54.3% | $2,551-47.1% |
| Participant deferral / active EE | $1,794 | $4,224-57.5% | $5,098-64.8% | $4,139-56.6% |
| Admin fee / account holder | $2,059 | $9,013-77.2% | $12,098-83.0% | $7,234-71.5% |