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 | $16,149 | $71,883-77.5% | $86,677-81.4% | $68,494-76.4% |
| Participation rate | 92.0% | 72.2%+19.7pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -9.42% | 3.52%-12.9pp | 35.91%-45.3pp | -7.84%-1.6pp |
| Employer contribution / active EE | $672 | $2,173-69.1% | $2,836-76.3% | $2,596-74.1% |
| Participant deferral / active EE | $1,036 | $3,779-72.6% | $4,656-77.7% | $4,027-74.3% |
| Admin fee / account holder | $2,577 | $6,112-57.8% | $7,493-65.6% | $5,403-52.3% |