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 | $155,429 | $293,860-47.1% | $237,244-34.5% | $357,791-56.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 80.3%+19.7pp | 85.6%+14.4pp |
| Annual return | 15.71% | 4677.97%-4662.3pp | 4131.29%-4115.6pp | 396.79%-381.1pp |
| Employer contribution / active EE | $11,111 | $5,523+101.2% | $4,351+155.4% | $7,508+48.0% |
| Participant deferral / active EE | $1,952 | $4,397-55.6% | $4,056-51.9% | $5,521-64.6% |
| Admin fee / account holder | $7,301 | $21,223-65.6% | $18,030-59.5% | $28,387-74.3% |