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 6-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 | $7,365 | $102,317-92.8% | $146,958-95.0% | $80,856-90.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 18.36% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,262 | $3,713-66.0% | $4,933-74.4% | $2,755-54.2% |
| Participant deferral / active EE | $2,500 | $6,644-62.4% | $8,070-69.0% | $4,296-41.8% |
| Admin fee / account holder | $702 | $7,941-91.2% | $12,998-94.6% | $6,918-89.8% |