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 | $22,524 | $171,865-86.9% | $149,718-85.0% | $147,584-84.7% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 22.20% | 2113.22%-2091.0pp | 1501.63%-1479.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,656 | $6,275-73.6% | $5,445-69.6% | $4,876-66.0% |
| Participant deferral / active EE | $2,403 | $7,271-67.0% | $6,569-63.4% | $5,439-55.8% |
| Admin fee / account holder | $991 | $13,799-92.8% | $11,283-91.2% | $10,885-90.9% |