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 | $14,346 | $150,440-90.5% | $136,294-89.5% | $147,584-90.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 30.83% | 1049.08%-1018.2pp | 5155.94%-5125.1pp | 578.55%-547.7pp |
| Employer contribution / active EE | $1,002 | $5,256-80.9% | $4,695-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $1,845 | $6,630-72.2% | $6,247-70.5% | $5,439-66.1% |
| Admin fee / account holder | $3,134 | $10,905-71.3% | $9,243-66.1% | $10,885-71.2% |