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 | $4,475 | $175,202-97.4% | $149,673-97.0% | $139,434-96.8% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 13.18% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,352 | $5,474-57.0% | $4,818-51.2% | $4,751-50.5% |
| Participant deferral / active EE | $966 | $6,519-85.2% | $5,680-83.0% | $6,710-85.6% |
| Admin fee / account holder | $962 | $16,150-94.0% | $13,210-92.7% | $11,403-91.6% |