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 7-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 | $22,615 | $209,411-89.2% | $178,490-87.3% | $158,922-85.8% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 12.17% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,725 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $1,725 | $5,954-71.0% | $5,202-66.8% | $5,982-71.2% |
| Admin fee / account holder | $2,488 | $17,074-85.4% | $13,984-82.2% | $11,246-77.9% |