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 8-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 | $7,582 | $83,902-91.0% | $167,512-95.5% | $84,808-91.1% |
| Participation rate | 85.2% | 66.5%+18.7pp | 77.1%+8.1pp | 68.3%+16.9pp |
| Annual return | 18.51% | 91.55%-73.0pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $468 | $2,264-79.3% | $3,882-87.9% | $2,631-82.2% |
| Participant deferral / active EE | $773 | $4,442-82.6% | $6,405-87.9% | $4,212-81.7% |
| Admin fee / account holder | $494 | $7,915-93.8% | $9,769-94.9% | $7,344-93.3% |