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 | $15,343 | $176,056-91.3% | $159,436-90.4% | $167,490-90.8% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 74.39% | 331.75%-257.4pp | 263.57%-189.2pp | 478.56%-404.2pp |
| Employer contribution / active EE | $2,690 | $5,297-49.2% | $4,829-44.3% | $4,837-44.4% |
| Participant deferral / active EE | $2,216 | $7,750-71.4% | $7,352-69.9% | $6,341-65.1% |
| Admin fee / account holder | $702 | $12,554-94.4% | $10,799-93.5% | $12,309-94.3% |