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 | $1,943 | $77,634-97.5% | $156,549-98.8% | $62,891-96.9% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 20.92% | 50.32%-29.4pp | 32.23%-11.3pp | 20.14%+0.8pp |
| Employer contribution / active EE | $629 | $3,444-81.7% | $5,501-88.6% | $2,281-72.4% |
| Participant deferral / active EE | $390 | $3,045-87.2% | $4,871-92.0% | $3,203-87.8% |
| Admin fee / account holder | $782 | $5,561-85.9% | $13,027-94.0% | $4,296-81.8% |