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 9-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 | $13,374 | $150,440-91.1% | $136,294-90.2% | $147,584-90.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 20.74% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,246 | $5,256-76.3% | $4,695-73.5% | $4,876-74.4% |
| Participant deferral / active EE | $2,054 | $6,630-69.0% | $6,247-67.1% | $5,439-62.2% |
| Admin fee / account holder | $3,146 | $10,905-71.2% | $9,243-66.0% | $10,885-71.1% |