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 | $11,557 | $127,100-90.9% | $105,738-89.1% | $135,375-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.31% | 4.49%-10.8pp | 6.27%-12.6pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,587 | $4,107-61.4% | $3,268-51.4% | $4,779-66.8% |
| Participant deferral / active EE | $1,267 | $5,064-75.0% | $4,080-69.0% | $5,609-77.4% |
| Admin fee / account holder | $2,845 | $9,087-68.7% | $6,913-58.8% | $10,827-73.7% |