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 4-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 | $3,034 | $95,266-96.8% | $82,389-96.3% | $142,382-97.9% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.5%+3.8pp | 80.1%-6.8pp |
| Annual return | 22.42% | 25.74%-3.3pp | 28.67%-6.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $531 | $4,809-89.0% | $4,155-87.2% | $6,507-91.8% |
| Admin fee / account holder | $346 | $8,563-96.0% | $7,231-95.2% | $12,624-97.3% |