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 | $3,064 | $111,535-97.3% | $105,223-97.1% | $137,256-97.8% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 26.54% | 237.85%-211.3pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $920 | $3,939-76.6% | $3,689-75.1% | $4,156-77.9% |
| Participant deferral / active EE | $1,106 | $5,500-79.9% | $5,072-78.2% | $6,407-82.7% |
| Admin fee / account holder | $1,001 | $9,721-89.7% | $8,859-88.7% | $12,270-91.8% |