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 | $13,193 | $95,416-86.2% | $185,823-92.9% | $85,850-84.6% |
| Participation rate | 80.6% | 68.8%+11.8pp | 81.7%-1.1pp | 69.3%+11.3pp |
| Annual return | 31.87% | 23.59%+8.3pp | 122.05%-90.2pp | 318.53%-286.7pp |
| Employer contribution / active EE | $2,577 | $3,314-22.2% | $5,167-50.1% | $2,565+0.4% |
| Participant deferral / active EE | $857 | $3,423-75.0% | $5,568-84.6% | $3,952-78.3% |
| Admin fee / account holder | $1,427 | $7,213-80.2% | $16,237-91.2% | $6,260-77.2% |