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 6-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 | $7,640 | $148,534-94.9% | $135,903-94.4% | $139,434-94.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.13% | 79.19%-53.1pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,401 | $5,243-73.3% | $4,856-71.1% | $4,751-70.5% |
| Participant deferral / active EE | $2,080 | $8,100-74.3% | $7,758-73.2% | $6,710-69.0% |
| Admin fee / account holder | $760 | $12,400-93.9% | $10,762-92.9% | $11,403-93.3% |