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 | $11,870 | $154,117-92.3% | $129,995-90.9% | $139,434-91.5% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.7pp |
| Annual return | 14.43% | 32.48%-18.0pp | -137.18%+151.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,538 | $5,289-70.9% | $4,320-64.4% | $4,751-67.6% |
| Participant deferral / active EE | $1,861 | $6,710-72.3% | $5,820-68.0% | $6,710-72.3% |
| Admin fee / account holder | $449 | $14,007-96.8% | $10,614-95.8% | $11,403-96.1% |