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 9-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 | $16,886 | $102,317-83.5% | $146,958-88.5% | $80,856-79.1% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 13.70% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,183 | $3,713-68.1% | $4,933-76.0% | $2,755-57.0% |
| Participant deferral / active EE | $2,435 | $6,644-63.3% | $8,070-69.8% | $4,296-43.3% |
| Admin fee / account holder | $1,862 | $7,941-76.6% | $12,998-85.7% | $6,918-73.1% |