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 3-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 | $8,901 | $102,382-91.3% | $147,005-93.9% | $80,874-89.0% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 16.94% | 134.89%-118.0pp | 418.76%-401.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,187 | $3,715-68.1% | $4,934-75.9% | $2,756-56.9% |
| Participant deferral / active EE | $2,540 | $6,646-61.8% | $8,070-68.5% | $4,297-40.9% |
| Admin fee / account holder | $443 | $7,942-94.4% | $13,006-96.6% | $6,935-93.6% |