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 | $16,498 | $82,664-80.0% | $125,339-86.8% | $68,494-75.9% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -18.87% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,921 | $3,381-43.2% | $4,814-60.1% | $2,596-26.0% |
| Participant deferral / active EE | $2,247 | $6,110-63.2% | $7,446-69.8% | $4,027-44.2% |
| Admin fee / account holder | $709 | $6,275-88.7% | $10,010-92.9% | $5,403-86.9% |