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 | $13,818 | $159,602-91.3% | $150,045-90.8% | $142,382-90.3% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.3%-5.0pp | 80.1%-2.8pp |
| Annual return | 20.70% | 70.24%-49.5pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,312 | $4,961-73.5% | $4,693-72.0% | $4,299-69.5% |
| Participant deferral / active EE | $1,665 | $8,310-80.0% | $7,997-79.2% | $6,507-74.4% |
| Admin fee / account holder | $1,149 | $14,846-92.3% | $13,435-91.4% | $12,624-90.9% |