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 | $13,052 | $117,841-88.9% | $102,423-87.3% | $145,922-91.1% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 21.26% | 31.65%-10.4pp | 29.32%-8.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,346 | $3,615-62.8% | $3,023-55.5% | $4,660-71.1% |
| Participant deferral / active EE | $1,101 | $5,731-80.8% | $5,053-78.2% | $6,688-83.5% |
| Admin fee / account holder | $2,654 | $13,326-80.1% | $9,451-71.9% | $13,397-80.2% |