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 | $15,400 | $63,355-75.7% | $91,989-83.3% | $72,985-78.9% |
| Participation rate | 87.9% | 72.5%+15.4pp | 78.6%+9.3pp | 69.5%+18.4pp |
| Annual return | 25.67% | 35.35%-9.7pp | 69.02%-43.3pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,036 | $2,116-51.0% | $3,452-70.0% | $2,440-57.5% |
| Participant deferral / active EE | $2,010 | $4,883-58.8% | $5,923-66.1% | $3,607-44.3% |
| Admin fee / account holder | $1,000 | $4,668-78.6% | $7,743-87.1% | $5,124-80.5% |