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 10-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 | $7,540 | $87,841-91.4% | $133,980-94.4% | $62,891-88.0% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 8.44% | 12.05%-3.6pp | 29.30%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,669 | $4,812-65.3% | $6,282-73.4% | $3,203-47.9% |
| Admin fee / account holder | $505 | $5,371-90.6% | $9,324-94.6% | $4,296-88.3% |