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 | $14,740 | $103,031-85.7% | $78,805-81.3% | $357,791-95.9% |
| Participation rate | 87.5% | 81.4%+6.1pp | 73.6%+13.9pp | 85.6%+1.9pp |
| Annual return | 16.86% | -11.97%+28.8pp | -2.71%+19.6pp | 396.79%-379.9pp |
| Employer contribution / active EE | $0 | $6,909-100.0% | $4,059-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $915 | $5,060-81.9% | $3,584-74.5% | $5,521-83.4% |
| Admin fee / account holder | $2,415 | $5,883-58.9% | $5,677-57.4% | $28,387-91.5% |