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 | $19,069 | $197,591-90.3% | $177,821-89.3% | $158,922-88.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 10.03% | 58.76%-48.7pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $2,036 | $6,697-69.6% | $5,918-65.6% | $4,761-57.2% |
| Participant deferral / active EE | $2,712 | $8,405-67.7% | $7,714-64.8% | $5,982-54.7% |
| Admin fee / account holder | $1,087 | $15,399-92.9% | $12,427-91.3% | $11,246-90.3% |