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 | $16,468 | $81,208-79.7% | $98,907-83.3% | $79,858-79.4% |
| Participation rate | 74.4% | 72.5%+1.9pp | 76.0%-1.7pp | 69.6%+4.7pp |
| Annual return | 13.79% | 60.99%-47.2pp | 196.43%-182.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $507 | $1,960-74.1% | $2,689-81.2% | $2,471-79.5% |
| Participant deferral / active EE | $1,017 | $3,265-68.8% | $4,244-76.0% | $3,740-72.8% |
| Admin fee / account holder | $545 | $6,013-90.9% | $6,642-91.8% | $5,306-89.7% |