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 | $24,323 | $94,625-74.3% | $116,228-79.1% | $84,808-71.3% |
| Participation rate | 73.0% | 70.4%+2.5pp | 74.6%-1.6pp | 68.3%+4.7pp |
| Annual return | 13.16% | 20.40%-7.2pp | 90.06%-76.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,680 | $3,972-57.7% | $4,953-66.1% | $4,212-60.1% |
| Admin fee / account holder | $1,134 | $10,091-88.8% | $11,989-90.5% | $7,344-84.6% |