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 | $41,558 | $137,414-69.8% | $189,513-78.1% | $85,850-51.6% |
| Participation rate | 86.4% | 84.6%+1.8pp | 87.8%-1.4pp | 69.3%+17.1pp |
| Annual return | 15.36% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,513 | $4,344-65.2% | $6,162-75.4% | $2,565-41.0% |
| Participant deferral / active EE | $2,620 | $6,260-58.1% | $8,221-68.1% | $3,952-33.7% |
| Admin fee / account holder | $1,983 | $8,630-77.0% | $12,045-83.5% | $6,260-68.3% |