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 | $20,228 | $81,208-75.1% | $98,907-79.5% | $79,858-74.7% |
| Participation rate | 85.3% | 72.5%+12.8pp | 76.0%+9.3pp | 69.6%+15.7pp |
| Annual return | 17.45% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $650 | $3,265-80.1% | $4,244-84.7% | $3,740-82.6% |
| Admin fee / account holder | $1,837 | $6,013-69.4% | $6,642-72.3% | $5,306-65.4% |