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 | $16,373 | $227,553-92.8% | $189,557-91.4% | $167,490-90.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 41.01% | 78.40%-37.4pp | 64.17%-23.2pp | 478.56%-437.5pp |
| Employer contribution / active EE | $2,224 | $5,316-58.2% | $4,412-49.6% | $4,837-54.0% |
| Participant deferral / active EE | $959 | $7,002-86.3% | $6,174-84.5% | $6,341-84.9% |
| Admin fee / account holder | $678 | $11,878-94.3% | $9,807-93.1% | $12,309-94.5% |