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 | $4,404 | $154,117-97.1% | $129,995-96.6% | $139,434-96.8% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 22.12% | 32.48%-10.4pp | -137.18%+159.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,476 | $5,289-72.1% | $4,320-65.8% | $4,751-68.9% |
| Participant deferral / active EE | $743 | $6,710-88.9% | $5,820-87.2% | $6,710-88.9% |
| Admin fee / account holder | $327 | $14,007-97.7% | $10,614-96.9% | $11,403-97.1% |