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 7-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 | $11,854 | $68,719-82.8% | $91,541-87.1% | $84,808-86.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.30% | 19.12%-5.8pp | 20.50%-7.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,305 | $1,920-32.0% | $2,505-47.9% | $2,631-50.4% |
| Participant deferral / active EE | $994 | $3,136-68.3% | $4,008-75.2% | $4,212-76.4% |
| Admin fee / account holder | $864 | $5,786-85.1% | $6,956-87.6% | $7,344-88.2% |