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 | $5,910 | $62,586-90.6% | $76,768-92.3% | $64,186-90.8% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | 5.90% | -1.95%+7.8pp | 2.43%+3.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $671 | $1,832-63.3% | $2,485-73.0% | $2,381-71.8% |
| Participant deferral / active EE | $1,346 | $3,145-57.2% | $3,852-65.1% | $3,470-61.2% |
| Admin fee / account holder | $506 | $4,667-89.2% | $6,675-92.4% | $4,888-89.6% |