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 9-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 | $14,653 | $82,664-82.3% | $125,339-88.3% | $68,494-78.6% |
| Participation rate | 70.9% | 75.0%-4.1pp | 82.4%-11.5pp | 67.9%+3.0pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,996 | $3,381-41.0% | $4,814-58.5% | $2,596-23.1% |
| Participant deferral / active EE | $2,080 | $6,110-66.0% | $7,446-72.1% | $4,027-48.4% |
| Admin fee / account holder | $1,275 | $6,275-79.7% | $10,010-87.3% | $5,403-76.4% |