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 | $9,991 | $64,307-84.5% | $57,343-82.6% | $125,391-92.0% |
| Participation rate | 95.2% | 78.6%+16.6pp | 75.1%+20.1pp | 83.2%+12.0pp |
| Annual return | -1.88% | 25.12%-27.0pp | 24.39%-26.3pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,252 | $3,193-60.8% | $2,689-53.4% | $4,866-74.3% |
| Participant deferral / active EE | $420 | $3,848-89.1% | $3,162-86.7% | $5,352-92.1% |
| Admin fee / account holder | $1,216 | $5,242-76.8% | $3,356-63.8% | $9,540-87.3% |