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 | $20,973 | $150,440-86.1% | $136,294-84.6% | $147,584-85.8% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 18.29% | 1049.08%-1030.8pp | 5155.94%-5137.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,125 | $5,256-78.6% | $4,695-76.0% | $4,876-76.9% |
| Participant deferral / active EE | $2,002 | $6,630-69.8% | $6,247-67.9% | $5,439-63.2% |
| Admin fee / account holder | $1,385 | $10,905-87.3% | $9,243-85.0% | $10,885-87.3% |