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 | $16,026 | $176,056-90.9% | $159,436-89.9% | $167,490-90.4% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 60.55% | 331.75%-271.2pp | 263.57%-203.0pp | 478.56%-418.0pp |
| Employer contribution / active EE | $1,823 | $5,297-65.6% | $4,829-62.3% | $4,837-62.3% |
| Participant deferral / active EE | $1,069 | $7,750-86.2% | $7,352-85.5% | $6,341-83.1% |
| Admin fee / account holder | $315 | $12,554-97.5% | $10,799-97.1% | $12,309-97.4% |