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 | $6,850 | $180,449-96.2% | $154,107-95.6% | $135,375-94.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | 7.02% | 888.09%-881.1pp | 735.12%-728.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,766 | $6,035-70.7% | $5,298-66.7% | $4,779-63.0% |
| Participant deferral / active EE | $1,022 | $5,806-82.4% | $5,081-79.9% | $5,609-81.8% |
| Admin fee / account holder | $850 | $16,143-94.7% | $13,411-93.7% | $10,827-92.2% |