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 | $9,506 | $117,983-91.9% | $101,794-90.7% | $142,382-93.3% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.2%+13.4pp | 80.1%+2.5pp |
| Annual return | 14.60% | 36.92%-22.3pp | 30.53%-15.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $567 | $2,773-79.6% | $2,289-75.2% | $4,299-86.8% |
| Participant deferral / active EE | $692 | $4,714-85.3% | $4,084-83.1% | $6,507-89.4% |
| Admin fee / account holder | $357 | $10,433-96.6% | $8,777-95.9% | $12,624-97.2% |