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 | $148,978-91.7% | $200,582-93.9% | $84,808-85.5% |
| Participation rate | 95.1% | 84.2%+10.9pp | 86.9%+8.2pp | 68.3%+26.8pp |
| Annual return | 24.98% | 28.16%-3.2pp | 42.33%-17.4pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,594 | $4,815-66.9% | $6,419-75.2% | $2,631-39.4% |
| Participant deferral / active EE | $2,789 | $7,142-60.9% | $9,331-70.1% | $4,212-33.8% |
| Admin fee / account holder | $457 | $13,977-96.7% | $16,305-97.2% | $7,344-93.8% |