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 | $24,154 | $91,538-73.6% | $129,995-81.4% | $75,163-67.9% |
| Participation rate | 74.0% | 71.4%+2.5pp | 78.5%-4.5pp | 67.2%+6.8pp |
| Annual return | 18.62% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,971 | $2,845-30.7% | $4,320-54.4% | $2,670-26.2% |
| Participant deferral / active EE | $1,072 | $4,341-75.3% | $5,820-81.6% | $4,125-74.0% |
| Admin fee / account holder | $3,432 | $6,790-49.5% | $10,614-67.7% | $5,651-39.3% |