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 | $10,993 | $138,065-92.0% | $123,544-91.1% | $135,375-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,091 | $5,151-20.6% | $4,628-11.6% | $4,779-14.4% |
| Participant deferral / active EE | $2,065 | $6,799-69.6% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $760 | $10,916-93.0% | $9,284-91.8% | $10,827-93.0% |