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 | $18,571 | $78,672-76.4% | $109,143-83.0% | $85,850-78.4% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 24.02% | 25.09%-1.1pp | 25.75%-1.7pp | 318.53%-294.5pp |
| Employer contribution / active EE | $6,883 | $2,735+151.7% | $3,722+84.9% | $2,565+168.4% |
| Participant deferral / active EE | $228 | $3,467-93.4% | $4,653-95.1% | $3,952-94.2% |
| Admin fee / account holder | $972 | $5,469-82.2% | $6,752-85.6% | $6,260-84.5% |