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 | $15,592 | $83,477-81.3% | $125,175-87.5% | $72,985-78.6% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-0.9pp | 69.5%+9.4pp |
| Annual return | 21.29% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,868 | $2,345+22.3% | $3,865-25.8% | $2,440+17.6% |
| Participant deferral / active EE | $964 | $3,585-73.1% | $4,937-80.5% | $3,607-73.3% |
| Admin fee / account holder | $871 | $5,517-84.2% | $9,702-91.0% | $5,124-83.0% |