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 | $27,546 | $137,414-80.0% | $189,513-85.5% | $85,850-67.9% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 19.31% | 38.14%-18.8pp | 555.15%-535.8pp | 318.53%-299.2pp |
| Employer contribution / active EE | $1,698 | $4,344-60.9% | $6,162-72.4% | $2,565-33.8% |
| Participant deferral / active EE | $1,627 | $6,260-74.0% | $8,221-80.2% | $3,952-58.8% |
| Admin fee / account holder | $3,453 | $8,630-60.0% | $12,045-71.3% | $6,260-44.8% |