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 | $8,224 | $91,190-91.0% | $178,490-95.4% | $79,858-89.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.42% | 24.19%-1.8pp | 151.07%-128.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,112 | $3,256-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $781 | $3,236-75.9% | $5,202-85.0% | $3,740-79.1% |
| Admin fee / account holder | $1,384 | $6,751-79.5% | $13,984-90.1% | $5,306-73.9% |