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 5-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 | $6,789 | $148,534-95.4% | $135,903-95.0% | $139,434-95.1% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 28.44% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,236 | $5,243-57.3% | $4,856-53.9% | $4,751-52.9% |
| Participant deferral / active EE | $2,482 | $8,100-69.4% | $7,758-68.0% | $6,710-63.0% |
| Admin fee / account holder | $494 | $12,400-96.0% | $10,762-95.4% | $11,403-95.7% |