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 | $25,314 | $99,985-74.7% | $146,665-82.7% | $85,850-70.5% |
| Participation rate | 71.4% | 73.1%-1.6pp | 80.1%-8.6pp | 69.3%+2.1pp |
| Annual return | 15.58% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $5,168 | $2,559+102.0% | $4,136+24.9% | $2,565+101.5% |
| Participant deferral / active EE | $1,312 | $4,006-67.2% | $5,506-76.2% | $3,952-66.8% |
| Admin fee / account holder | $7,405 | $7,702-3.9% | $10,280-28.0% | $6,260+18.3% |