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 | $4,623 | $67,606-93.2% | $82,313-94.4% | $70,131-93.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.07% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $864 | $1,755-50.8% | $2,428-64.4% | $2,342-63.1% |
| Participant deferral / active EE | $973 | $2,987-67.4% | $3,706-73.7% | $3,332-70.8% |
| Admin fee / account holder | $785 | $4,512-82.6% | $5,608-86.0% | $4,645-83.1% |