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 6-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 | $12,094 | $217,402-94.4% | $185,823-93.5% | $167,490-92.8% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 40.05% | 148.36%-108.3pp | 122.05%-82.0pp | 478.56%-438.5pp |
| Employer contribution / active EE | $1,619 | $5,873-72.4% | $5,167-68.7% | $4,837-66.5% |
| Participant deferral / active EE | $1,431 | $6,356-77.5% | $5,568-74.3% | $6,341-77.4% |
| Admin fee / account holder | $1,069 | $19,811-94.6% | $16,237-93.4% | $12,309-91.3% |