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 | $16,238 | $152,587-89.4% | $125,175-87.0% | $152,861-89.4% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 33.68% | 54.84%-21.2pp | 43.79%-10.1pp | 345.32%-311.6pp |
| Employer contribution / active EE | $1,193 | $4,946-75.9% | $3,865-69.1% | $4,762-75.0% |
| Participant deferral / active EE | $1,397 | $5,868-76.2% | $4,937-71.7% | $5,850-76.1% |
| Admin fee / account holder | $1,465 | $13,434-89.1% | $9,702-84.9% | $11,596-87.4% |