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 | $9,254 | $107,334-91.4% | $92,893-90.0% | $152,861-93.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.11% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,285 | $4,221-22.2% | $3,653-10.1% | $4,762-31.0% |
| Participant deferral / active EE | $379 | $4,845-92.2% | $4,236-91.1% | $5,850-93.5% |
| Admin fee / account holder | $1,459 | $7,079-79.4% | $5,794-74.8% | $11,596-87.4% |