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 | $18,864 | $73,787-74.4% | $98,716-80.9% | $82,448-77.1% |
| Participation rate | 87.3% | 61.4%+25.9pp | 69.3%+18.0pp | 68.1%+19.3pp |
| Annual return | 15.48% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $522 | $1,511-65.5% | $2,279-77.1% | $2,551-79.5% |
| Participant deferral / active EE | $590 | $3,081-80.9% | $4,048-85.4% | $4,139-85.7% |
| Admin fee / account holder | $1,585 | $6,500-75.6% | $8,703-81.8% | $7,234-78.1% |