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 | $4,714 | $176,812-97.3% | $146,665-96.8% | $167,490-97.2% |
| Participation rate | 93.8% | 83.6%+10.1pp | 80.1%+13.7pp | 82.1%+11.6pp |
| Annual return | 17.33% | 24.03%-6.7pp | 22.74%-5.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,291 | $5,160-75.0% | $4,136-68.8% | $4,837-73.3% |
| Participant deferral / active EE | $657 | $6,440-89.8% | $5,506-88.1% | $6,341-89.6% |
| Admin fee / account holder | $590 | $13,259-95.6% | $10,280-94.3% | $12,309-95.2% |