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 | $8,270 | $84,233-90.2% | $170,442-95.1% | $70,131-88.2% |
| Participation rate | 89.7% | 70.8%+18.9pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 13.89% | 23.06%-9.2pp | 205.93%-192.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $952 | $3,387-71.9% | $5,433-82.5% | $2,342-59.4% |
| Participant deferral / active EE | $739 | $3,086-76.0% | $4,939-85.0% | $3,332-77.8% |
| Admin fee / account holder | $314 | $5,698-94.5% | $13,880-97.7% | $4,645-93.2% |