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 | $20,119 | $78,672-74.4% | $109,143-81.6% | $85,850-76.6% |
| Participation rate | 81.3% | 68.3%+13.0pp | 75.9%+5.4pp | 69.3%+11.9pp |
| Annual return | 23.79% | 25.09%-1.3pp | 25.75%-2.0pp | 318.53%-294.7pp |
| Employer contribution / active EE | $6,533 | $2,735+138.9% | $3,722+75.5% | $2,565+154.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,613 | $5,469+39.2% | $6,752+12.8% | $6,260+21.6% |