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 3-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 | $9,316 | $102,317-90.9% | $146,958-93.7% | $80,856-88.5% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 20.60% | 134.76%-114.2pp | 418.34%-397.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,230 | $3,713-66.9% | $4,933-75.1% | $2,755-55.3% |
| Participant deferral / active EE | $2,478 | $6,644-62.7% | $8,070-69.3% | $4,296-42.3% |
| Admin fee / account holder | $502 | $7,941-93.7% | $12,998-96.1% | $6,918-92.7% |