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 8-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 | $11,738 | $157,256-92.5% | $141,162-91.7% | $152,861-92.3% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 28.14% | 64.32%-36.2pp | 71.39%-43.2pp | 345.32%-317.2pp |
| Employer contribution / active EE | $6,161 | $5,261+17.1% | $4,735+30.1% | $4,762+29.4% |
| Participant deferral / active EE | $1,321 | $7,109-81.4% | $6,709-80.3% | $5,850-77.4% |
| Admin fee / account holder | $555 | $12,120-95.4% | $10,261-94.6% | $11,596-95.2% |