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 9-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 | $10,379 | $85,766-87.9% | $136,294-92.4% | $70,131-85.2% |
| Participation rate | 72.2% | 74.2%-2.0pp | 81.9%-9.8pp | 69.5%+2.6pp |
| Annual return | 49.60% | 31.45%+18.1pp | 5155.94%-5106.3pp | 73.14%-23.5pp |
| Employer contribution / active EE | $1,340 | $2,966-54.8% | $4,695-71.5% | $2,342-42.8% |
| Participant deferral / active EE | $1,942 | $5,051-61.6% | $6,247-68.9% | $3,332-41.7% |
| Admin fee / account holder | $1,237 | $5,420-77.2% | $9,243-86.6% | $4,645-73.4% |