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 | $14,751 | $202,318-92.7% | $172,739-91.5% | $152,861-90.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.89% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,546 | $5,856-73.6% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $744 | $5,948-87.5% | $5,198-85.7% | $5,850-87.3% |
| Admin fee / account holder | $1,310 | $17,109-92.3% | $13,954-90.6% | $11,596-88.7% |