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 | $17,541 | $71,883-75.6% | $86,677-79.8% | $68,494-74.4% |
| Participation rate | 97.5% | 72.2%+25.3pp | 76.6%+20.9pp | 67.9%+29.6pp |
| Annual return | 11.47% | 3.52%+7.9pp | 35.91%-24.4pp | -7.84%+19.3pp |
| Employer contribution / active EE | $1,313 | $2,173-39.6% | $2,836-53.7% | $2,596-49.4% |
| Participant deferral / active EE | $1,676 | $3,779-55.6% | $4,656-64.0% | $4,027-58.4% |
| Admin fee / account holder | $2,617 | $6,112-57.2% | $7,493-65.1% | $5,403-51.6% |