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 5-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 | $17,980 | $109,881-83.6% | $150,045-88.0% | $84,808-78.8% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 21.50% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $2,244 | $3,561-37.0% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $2,376 | $6,636-64.2% | $7,997-70.3% | $4,212-43.6% |
| Admin fee / account holder | $3,206 | $8,568-62.6% | $13,435-76.1% | $7,344-56.3% |