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 | $10,687 | $60,124-82.2% | $90,404-88.2% | $79,858-86.6% |
| Participation rate | 77.8% | 65.0%+12.8pp | 72.7%+5.1pp | 69.6%+8.1pp |
| Annual return | 13.28% | 71.94%-58.7pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $531 | $2,068-74.3% | $3,262-83.7% | $2,471-78.5% |
| Participant deferral / active EE | $514 | $2,938-82.5% | $3,963-87.0% | $3,740-86.2% |
| Admin fee / account holder | $695 | $3,976-82.5% | $5,611-87.6% | $5,306-86.9% |