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 5-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 | $5,564 | $175,202-96.8% | $149,673-96.3% | $139,434-96.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 24.20% | 166.71%-142.5pp | 134.42%-110.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,087 | $5,474-80.2% | $4,818-77.4% | $4,751-77.1% |
| Participant deferral / active EE | $1,786 | $6,519-72.6% | $5,680-68.6% | $6,710-73.4% |
| Admin fee / account holder | $1,180 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |