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 8-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 | $7,832 | $65,365-88.0% | $92,893-91.6% | $72,985-89.3% |
| Participation rate | 72.6% | 68.3%+4.3pp | 76.0%-3.4pp | 69.5%+3.1pp |
| Annual return | 17.38% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,580 | $2,594-0.5% | $3,653-29.4% | $2,440+5.7% |
| Participant deferral / active EE | $316 | $3,128-89.9% | $4,236-92.5% | $3,607-91.2% |
| Admin fee / account holder | $722 | $4,251-83.0% | $5,794-87.5% | $5,124-85.9% |