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 5-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 | $9,792 | $89,753-89.1% | $107,525-90.9% | $84,808-88.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.37% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,130 | $3,113-31.6% | $3,754-43.3% | $2,631-19.0% |
| Participant deferral / active EE | $1,637 | $4,056-59.7% | $5,116-68.0% | $4,212-61.1% |
| Admin fee / account holder | $1,001 | $7,222-86.1% | $8,919-88.8% | $7,344-86.4% |