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 | $14,922 | $57,354-74.0% | $83,848-82.2% | $64,186-76.8% |
| Participation rate | 76.0% | 68.6%+7.4pp | 76.1%-0.1pp | 69.6%+6.4pp |
| Annual return | -7.02% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $12,645 | $2,545+396.8% | $3,631+248.3% | $2,381+431.1% |
| Participant deferral / active EE | $767 | $2,993-74.4% | $4,082-81.2% | $3,470-77.9% |
| Admin fee / account holder | $4,073 | $4,046+0.7% | $5,478-25.7% | $4,888-16.7% |