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 | $8,561 | $65,561-86.9% | $86,188-90.1% | $75,163-88.6% |
| Participation rate | 79.8% | 60.5%+19.3pp | 69.0%+10.8pp | 67.2%+12.6pp |
| Annual return | 15.64% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $953 | $3,024-68.5% | $3,985-76.1% | $4,125-76.9% |
| Admin fee / account holder | $676 | $5,474-87.7% | $6,852-90.1% | $5,651-88.0% |