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 3-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 | $14,587 | $77,503-81.2% | $100,391-85.5% | $80,856-82.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 112.69% | 37.20%+75.5pp | 49.20%+63.5pp | 35.59%+77.1pp |
| Employer contribution / active EE | $1,396 | $2,801-50.1% | $3,942-64.6% | $2,755-49.3% |
| Participant deferral / active EE | $2,740 | $6,820-59.8% | $8,082-66.1% | $4,296-36.2% |
| Admin fee / account holder | $1,493 | $5,897-74.7% | $7,899-81.1% | $6,918-78.4% |