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 | $11,253 | $68,719-83.6% | $91,541-87.7% | $84,808-86.7% |
| Participation rate | 76.0% | 64.5%+11.5pp | 69.8%+6.2pp | 68.3%+7.7pp |
| Annual return | 14.27% | 19.12%-4.9pp | 20.50%-6.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $388 | $1,920-79.8% | $2,505-84.5% | $2,631-85.3% |
| Participant deferral / active EE | $734 | $3,136-76.6% | $4,008-81.7% | $4,212-82.6% |
| Admin fee / account holder | $931 | $5,786-83.9% | $6,956-86.6% | $7,344-87.3% |