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 | $22,747 | $209,832-89.2% | $189,513-88.0% | $167,490-86.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 748.27%-734.9pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,273 | $6,914-52.7% | $6,162-46.9% | $4,837-32.3% |
| Participant deferral / active EE | $1,786 | $8,935-80.0% | $8,221-78.3% | $6,341-71.8% |
| Admin fee / account holder | $3,103 | $14,293-78.3% | $12,045-74.2% | $12,309-74.8% |