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 | $20,110 | $68,346-70.6% | $94,646-78.8% | $75,163-73.2% |
| Participation rate | 84.4% | 76.1%+8.3pp | 80.8%+3.6pp | 67.2%+17.3pp |
| Annual return | 18.22% | 616.93%-598.7pp | 156.71%-138.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,381 | $2,701-48.9% | $3,672-62.4% | $2,670-48.3% |
| Participant deferral / active EE | $2,499 | $6,537-61.8% | $7,418-66.3% | $4,125-39.4% |
| Admin fee / account holder | $6,489 | $5,326+21.8% | $7,231-10.3% | $5,651+14.8% |