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 | $13,072 | $63,346-79.4% | $92,233-85.8% | $70,131-81.4% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 16.01% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $5,466 | $2,471+121.2% | $3,679+48.6% | $2,342+133.3% |
| Participant deferral / active EE | $1,072 | $2,854-62.4% | $3,897-72.5% | $3,332-67.8% |
| Admin fee / account holder | $1,149 | $3,840-70.1% | $5,194-77.9% | $4,645-75.3% |