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 7-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 | $5,248 | $90,348-94.2% | $75,972-93.1% | $145,922-96.4% |
| Participation rate | 73.9% | 74.5%-0.5pp | 69.1%+4.9pp | 80.3%-6.4pp |
| Annual return | 11.30% | 620.88%-609.6pp | 359.55%-348.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,071 | $3,311-67.7% | $2,685-60.1% | $4,660-77.0% |
| Participant deferral / active EE | $943 | $5,162-81.7% | $4,255-77.8% | $6,688-85.9% |
| Admin fee / account holder | $1,113 | $8,467-86.9% | $6,467-82.8% | $13,397-91.7% |