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 | $14,112 | $107,334-86.9% | $92,893-84.8% | $152,861-90.8% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 28.06% | 145.58%-117.5pp | 109.41%-81.4pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,633 | $4,221-13.9% | $3,653-0.5% | $4,762-23.7% |
| Participant deferral / active EE | $897 | $4,845-81.5% | $4,236-78.8% | $5,850-84.7% |
| Admin fee / account holder | $429 | $7,079-93.9% | $5,794-92.6% | $11,596-96.3% |