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 8-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 | $16,102 | $98,750-83.7% | $149,696-89.2% | $79,858-79.8% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.3pp |
| Annual return | 23.70% | 27.43%-3.7pp | 276.60%-252.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,460 | $3,216-54.6% | $4,644-68.6% | $2,471-40.9% |
| Participant deferral / active EE | $2,131 | $5,680-62.5% | $6,842-68.9% | $3,740-43.0% |
| Admin fee / account holder | $1,431 | $6,053-76.4% | $9,309-84.6% | $5,306-73.0% |