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 3-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 | $1,017 | $165,584-99.4% | $142,942-99.3% | $137,256-99.3% |
| Participation rate | 77.8% | 80.1%-2.3pp | 76.8%+0.9pp | 80.0%-2.2pp |
| Annual return | 17.06% | 164.22%-147.2pp | 113.70%-96.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $531 | $8,194-93.5% | $7,128-92.6% | $6,407-91.7% |
| Admin fee / account holder | $451 | $16,167-97.2% | $12,475-96.4% | $12,270-96.3% |