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 | $1,918 | $49,915-96.2% | $154,803-98.8% | $74,304-97.4% |
| Participation rate | 72.9% | 54.0%+18.9pp | 78.1%-5.2pp | 60.3%+12.5pp |
| Annual return | 20.31% | 34.06%-13.7pp | 58.88%-38.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $361 | $2,255-84.0% | $5,540-93.5% | $3,767-90.4% |
| Admin fee / account holder | $552 | $2,189-74.8% | $14,329-96.1% | $2,969-81.4% |