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 9-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 | $10,032 | $97,757-89.7% | $83,848-88.0% | $135,375-92.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3251.68% | 1287.37%+1964.3pp | 850.88%+2400.8pp | 519.73%+2731.9pp |
| Employer contribution / active EE | $4,649 | $4,222+10.1% | $3,631+28.0% | $4,779-2.7% |
| Participant deferral / active EE | $1,145 | $4,682-75.5% | $4,082-72.0% | $5,609-79.6% |
| Admin fee / account holder | $2,037 | $6,674-69.5% | $5,478-62.8% | $10,827-81.2% |