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 9-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 | $7,877 | $63,346-87.6% | $92,233-91.5% | $70,131-88.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.07% | 530.12%-514.0pp | 176.28%-160.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,405 | $2,471-2.7% | $3,679-34.6% | $2,342+2.7% |
| Participant deferral / active EE | $1,053 | $2,854-63.1% | $3,897-73.0% | $3,332-68.4% |
| Admin fee / account holder | $1,371 | $3,840-64.3% | $5,194-73.6% | $4,645-70.5% |