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 | $15,700 | $100,754-84.4% | $86,677-81.9% | $134,475-88.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.42% | 29.04%-46.5pp | 35.91%-53.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,445 | $3,489-58.6% | $2,836-49.1% | $4,740-69.5% |
| Participant deferral / active EE | $1,578 | $5,338-70.4% | $4,656-66.1% | $6,400-75.3% |
| Admin fee / account holder | $1,162 | $10,926-89.4% | $7,493-84.5% | $11,426-89.8% |