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 | $12,299 | $146,267-91.6% | $197,124-93.8% | $82,448-85.1% |
| Participation rate | 95.1% | 84.0%+11.1pp | 86.7%+8.4pp | 68.1%+27.1pp |
| Annual return | 24.98% | 29.61%-4.6pp | 44.34%-19.4pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,594 | $4,723-66.3% | $6,227-74.4% | $2,551-37.5% |
| Participant deferral / active EE | $2,789 | $7,035-60.3% | $9,135-69.5% | $4,139-32.6% |
| Admin fee / account holder | $457 | $14,422-96.8% | $16,298-97.2% | $7,234-93.7% |