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 | $9,341 | $80,968-88.5% | $96,544-90.3% | $75,163-87.6% |
| Participation rate | 85.5% | 71.8%+13.7pp | 76.0%+9.5pp | 67.2%+18.3pp |
| Annual return | 25.50% | 27.06%-1.6pp | 25.84%-0.3pp | 160.62%-135.1pp |
| Employer contribution / active EE | $1,686 | $2,282-26.1% | $2,965-43.1% | $2,670-36.9% |
| Participant deferral / active EE | $1,363 | $3,928-65.3% | $4,851-71.9% | $4,125-67.0% |
| Admin fee / account holder | $404 | $6,724-94.0% | $8,252-95.1% | $5,651-92.9% |