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 | $15,039 | $86,286-82.6% | $111,297-86.5% | $85,850-82.5% |
| Participation rate | 93.9% | 73.3%+20.6pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 33.37% | 19.99%+13.4pp | 54.65%-21.3pp | 318.53%-285.2pp |
| Employer contribution / active EE | $1,918 | $2,043-6.1% | $2,731-29.8% | $2,565-25.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,251 | $8,188-84.7% | $7,964-84.3% | $6,260-80.0% |