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 | $17,743 | $73,933-76.0% | $96,683-81.6% | $75,163-76.4% |
| Participation rate | 78.4% | 66.4%+12.0pp | 74.3%+4.1pp | 67.2%+11.2pp |
| Annual return | 16.77% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $12,484 | $2,928+326.4% | $3,737+234.1% | $2,670+367.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,285 | $5,216-17.9% | $6,730-36.3% | $5,651-24.2% |