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 | $22,397 | $89,355-74.9% | $141,162-84.1% | $72,985-69.3% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 22.29% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,363 | $3,114-56.2% | $4,735-71.2% | $2,440-44.1% |
| Participant deferral / active EE | $2,092 | $5,418-61.4% | $6,709-68.8% | $3,607-42.0% |
| Admin fee / account holder | $841 | $5,958-85.9% | $10,261-91.8% | $5,124-83.6% |