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 | $7,504 | $106,515-93.0% | $96,683-92.2% | $139,434-94.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.13% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,045 | $4,103-74.5% | $3,737-72.0% | $4,751-78.0% |
| Participant deferral / active EE | $1,045 | $5,454-80.8% | $4,878-78.6% | $6,710-84.4% |
| Admin fee / account holder | $1,223 | $7,877-84.5% | $6,730-81.8% | $11,403-89.3% |