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 | $11,501 | $226,064-94.9% | $182,532-93.7% | $152,861-92.5% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.0%+0.3pp | 82.4%-4.2pp |
| Annual return | 11.17% | 192.51%-181.3pp | 148.54%-137.4pp | 345.32%-334.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $691 | $6,368-89.1% | $5,524-87.5% | $5,850-88.2% |
| Admin fee / account holder | $1,545 | $10,703-85.6% | $8,592-82.0% | $11,596-86.7% |