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 | $8,935 | $144,119-93.8% | $117,854-92.4% | $147,584-93.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 24.75% | 531.15%-506.4pp | 335.08%-310.3pp | 578.55%-553.8pp |
| Employer contribution / active EE | $951 | $4,896-80.6% | $3,786-74.9% | $4,876-80.5% |
| Participant deferral / active EE | $1,189 | $5,316-77.6% | $4,482-73.5% | $5,439-78.1% |
| Admin fee / account holder | $1,133 | $10,886-89.6% | $8,020-85.9% | $10,885-89.6% |