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 | $11,414 | $72,404-84.2% | $110,238-89.6% | $64,186-82.2% |
| Participation rate | 80.4% | 73.3%+7.1pp | 79.8%+0.6pp | 69.6%+10.9pp |
| Annual return | -6.33% | -6.29%0pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,292 | $2,282+88.1% | $3,826+12.2% | $2,381+80.3% |
| Participant deferral / active EE | $560 | $3,469-83.9% | $4,672-88.0% | $3,470-83.9% |
| Admin fee / account holder | $3,814 | $5,664-32.7% | $8,547-55.4% | $4,888-22.0% |