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 4-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 | $10,638 | $177,572-94.0% | $154,803-93.1% | $142,382-92.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.62% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,314 | $4,810-72.7% | $4,305-69.5% | $4,299-69.4% |
| Participant deferral / active EE | $1,314 | $6,272-79.0% | $5,540-76.3% | $6,507-79.8% |
| Admin fee / account holder | $2,051 | $16,786-87.8% | $14,329-85.7% | $12,624-83.8% |