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 6-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 | $14,988 | $159,901-90.6% | $146,958-89.8% | $145,922-89.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 18.69% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,834 | $5,286-65.3% | $4,933-62.8% | $4,660-60.7% |
| Participant deferral / active EE | $2,486 | $8,428-70.5% | $8,070-69.2% | $6,688-62.8% |
| Admin fee / account holder | $5,350 | $15,044-64.4% | $12,998-58.8% | $13,397-60.1% |