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 | $17,756 | $91,538-80.6% | $129,995-86.3% | $75,163-76.4% |
| Participation rate | 83.8% | 71.4%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 15.24% | -631.11%+646.3pp | -137.18%+152.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,628 | $4,341-62.5% | $5,820-72.0% | $4,125-60.5% |
| Admin fee / account holder | $688 | $6,790-89.9% | $10,614-93.5% | $5,651-87.8% |