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 | $12,471 | $81,625-84.7% | $167,512-92.6% | $74,304-83.2% |
| Participation rate | 86.7% | 60.0%+26.6pp | 77.1%+9.6pp | 60.3%+26.3pp |
| Annual return | 15.16% | 26.09%-10.9pp | 1615.79%-1600.6pp | 29.43%-14.3pp |
| Employer contribution / active EE | $529 | $2,010-73.7% | $3,882-86.4% | $2,241-76.4% |
| Participant deferral / active EE | $1,337 | $4,115-67.5% | $6,405-79.1% | $3,767-64.5% |
| Admin fee / account holder | $954 | $3,474-72.5% | $9,769-90.2% | $2,969-67.9% |