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 | $29,434 | $86,286-65.9% | $111,297-73.6% | $85,850-65.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 14.99% | 19.99%-5.0pp | 54.65%-39.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,191 | $2,043-41.7% | $2,731-56.4% | $2,565-53.6% |
| Participant deferral / active EE | $1,178 | $3,641-67.6% | $4,487-73.7% | $3,952-70.2% |
| Admin fee / account holder | $393 | $8,188-95.2% | $7,964-95.1% | $6,260-93.7% |