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 | $5,732 | $111,754-94.9% | $103,333-94.5% | $145,922-96.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 25.31% | 24.77%+0.5pp | 24.88%+0.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,335 | $4,212-68.3% | $3,868-65.5% | $4,660-71.4% |
| Participant deferral / active EE | $1,405 | $5,619-75.0% | $5,057-72.2% | $6,688-79.0% |
| Admin fee / account holder | $751 | $9,750-92.3% | $8,355-91.0% | $13,397-94.4% |