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 | $15,631 | $171,865-90.9% | $149,718-89.6% | $147,584-89.4% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 15.54% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,438 | $6,275-77.1% | $5,445-73.6% | $4,876-70.5% |
| Participant deferral / active EE | $2,126 | $7,271-70.8% | $6,569-67.6% | $5,439-60.9% |
| Admin fee / account holder | $2,143 | $13,799-84.5% | $11,283-81.0% | $10,885-80.3% |