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 10-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 | $23,956 | $135,635-82.3% | $110,238-78.3% | $135,375-82.3% |
| Participation rate | 86.4% | 83.5%+2.9pp | 79.8%+6.5pp | 82.6%+3.7pp |
| Annual return | -7.56% | 513.19%-520.7pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,244 | $4,906-74.6% | $3,826-67.5% | $4,779-74.0% |
| Participant deferral / active EE | $1,639 | $5,506-70.2% | $4,672-64.9% | $5,609-70.8% |
| Admin fee / account holder | $623 | $11,457-94.6% | $8,547-92.7% | $10,827-94.2% |