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 | $20,459 | $102,317-80.0% | $146,958-86.1% | $80,856-74.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,197 | $3,713-40.8% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $1,766 | $6,644-73.4% | $8,070-78.1% | $4,296-58.9% |
| Admin fee / account holder | $394 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |