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 4-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 | $24,615 | $214,378-88.5% | $200,582-87.7% | $142,382-82.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 20.94% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,853 | $6,841-43.7% | $6,419-40.0% | $4,299-10.4% |
| Participant deferral / active EE | $1,272 | $9,865-87.1% | $9,331-86.4% | $6,507-80.5% |
| Admin fee / account holder | $518 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |