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 | $15,539 | $63,346-75.5% | $92,233-83.2% | $70,131-77.8% |
| Participation rate | 76.1% | 68.7%+7.4pp | 76.5%-0.4pp | 69.5%+6.5pp |
| Annual return | 22.92% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $3,586 | $2,471+45.1% | $3,679-2.5% | $2,342+53.1% |
| Participant deferral / active EE | $667 | $2,854-76.6% | $3,897-82.9% | $3,332-80.0% |
| Admin fee / account holder | $689 | $3,840-82.1% | $5,194-86.7% | $4,645-85.2% |