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 | $5,605 | $106,890-94.8% | $84,015-93.3% | $152,861-96.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 19.28% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $429 | $2,734-84.3% | $1,983-78.4% | $4,762-91.0% |
| Participant deferral / active EE | $647 | $4,011-83.9% | $3,239-80.0% | $5,850-88.9% |
| Admin fee / account holder | $917 | $8,285-88.9% | $6,101-85.0% | $11,596-92.1% |