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 | $28,100 | $108,825-74.2% | $156,181-82.0% | $82,448-65.9% |
| Participation rate | 86.8% | 72.4%+14.5pp | 78.8%+8.0pp | 68.1%+18.8pp |
| Annual return | 13.96% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,055 | $2,870-63.2% | $4,294-75.4% | $2,551-58.7% |
| Participant deferral / active EE | $1,545 | $4,577-66.2% | $6,132-74.8% | $4,139-62.7% |
| Admin fee / account holder | $2,128 | $9,341-77.2% | $14,586-85.4% | $7,234-70.6% |