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 | $6,698 | $148,534-95.5% | $135,903-95.1% | $139,434-95.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.31% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $1,068 | $5,243-79.6% | $4,856-78.0% | $4,751-77.5% |
| Participant deferral / active EE | $1,397 | $8,100-82.8% | $7,758-82.0% | $6,710-79.2% |
| Admin fee / account holder | $618 | $12,400-95.0% | $10,762-94.3% | $11,403-94.6% |