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 7-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 | $10,794 | $83,902-87.1% | $167,512-93.6% | $84,808-87.3% |
| Participation rate | 86.5% | 66.5%+20.0pp | 77.1%+9.4pp | 68.3%+18.2pp |
| Annual return | 22.92% | 91.55%-68.6pp | 1615.79%-1592.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $689 | $2,264-69.5% | $3,882-82.2% | $2,631-73.8% |
| Participant deferral / active EE | $1,304 | $4,442-70.6% | $6,405-79.6% | $4,212-69.0% |
| Admin fee / account holder | $472 | $7,915-94.0% | $9,769-95.2% | $7,344-93.6% |