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 7-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 | $11,480 | $183,519-93.7% | $155,509-92.6% | $145,922-92.1% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 11.70% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,410 | $5,313-54.6% | $4,672-48.4% | $4,660-48.3% |
| Participant deferral / active EE | $1,335 | $6,462-79.3% | $5,626-76.3% | $6,688-80.0% |
| Admin fee / account holder | $934 | $19,313-95.2% | $15,912-94.1% | $13,397-93.0% |