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 | $23,189 | $171,865-86.5% | $149,718-84.5% | $147,584-84.3% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 13.15% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,569 | $6,275-75.0% | $5,445-71.2% | $4,876-67.8% |
| Participant deferral / active EE | $2,358 | $7,271-67.6% | $6,569-64.1% | $5,439-56.6% |
| Admin fee / account holder | $4,656 | $13,799-66.3% | $11,283-58.7% | $10,885-57.2% |