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 | $15,561 | $165,335-90.6% | $149,696-89.6% | $158,922-90.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 31.73% | 348.15%-316.4pp | 276.60%-244.9pp | 302.83%-271.1pp |
| Employer contribution / active EE | $5,741 | $5,103+12.5% | $4,644+23.6% | $4,761+20.6% |
| Participant deferral / active EE | $2,209 | $7,181-69.2% | $6,842-67.7% | $5,982-63.1% |
| Admin fee / account holder | $346 | $10,807-96.8% | $9,309-96.3% | $11,246-96.9% |