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 10-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 | $5,354 | $124,281-95.7% | $109,143-95.1% | $167,490-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.75% | 26.04%-15.3pp | 25.75%-15.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,218 | $4,207-71.0% | $3,722-67.3% | $4,837-74.8% |
| Participant deferral / active EE | $483 | $5,255-90.8% | $4,653-89.6% | $6,341-92.4% |
| Admin fee / account holder | $878 | $7,970-89.0% | $6,752-87.0% | $12,309-92.9% |