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 | $4,967 | $63,355-92.2% | $91,989-94.6% | $72,985-93.2% |
| Participation rate | 94.1% | 72.5%+21.6pp | 78.6%+15.5pp | 69.5%+24.6pp |
| Annual return | 40.54% | 35.35%+5.2pp | 69.02%-28.5pp | 81.00%-40.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,354 | $4,883-72.3% | $5,923-77.1% | $3,607-62.5% |
| Admin fee / account holder | $1,305 | $4,668-72.0% | $7,743-83.1% | $5,124-74.5% |